Electronics industry warns Mexico tariffs threaten US supply chains October 27, 2025 The Global Electronics Association (GEA) has issued a policy brief warning that the proposed 30% tariffs on electronics imports from Mexico could disrupt North American supply chains, increase costs for US manufacturers, and undermine ongoing nearshoring efforts.
Worldwide PC shipments grew 8.2% in 3Q25 October 22, 2025 According to preliminary insights from Gartner, global PC shipments totalled more than 69 million units in the third quarter of 2025, an 8.2% increase from the third quarter of 2024.
Foundry utilisation exceeds expectations in 2H25 October 16, 2025 According to TrendForce, wafer foundry utilisation during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed US semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI.
Coming soon: New PI factory in the USA October 02, 2025 In late September, Physik Instrumente (PI), a provider of high-precision motion systems, says that it is making progress on its new US production facility in Shrewsbury, Massachusetts.
Bosch Mobility to cut 13,000 jobs in Germany by 2030 September 26, 2025 Bosch says that it will cut around 13,000 jobs at its Mobility division in Germany by the end of 2030, citing weak global vehicle markets, delays in new technology adoption, and mounting cost pressures.
Stellantis halts production at plants in France and Italy September 25, 2025 Stellantis has announced a temporary suspension of production at its plants in Poissy near Paris and Pomigliano near Naples, Reuters reported. The decision is driven by weak demand in the European market and the need to adjust production capacity.
Richardson Electronics names Albers to lead Made-in-USA manufacturing September 18, 2025 Richardson Electronics has appointed Daniel Albers to spearhead business development for its expanded, "Made-in-USA" contract manufacturing efforts.
Incap CEO: "Electronics is the place to be also in the future" September 12, 2025 At the Evertiq Expo in Kraków earlier this year, Incap CEO Otto Pukk shared insights into the company’s recent investments and his outlook on the electronics manufacturing industry.
Trump warns ‘fairly substantial’ semiconductor tariffs are coming September 05, 2025 Trump had said last month that he would impose a 100% tariff on semiconductor imports, but would exempt products from companies that shift their manufacturing to the US.
Aira secures €150m in funding to accelerate European expansion August 27, 2025 Swedish clean energy-tech company Aira has raised EUR 150 million in equity financing from existing investors Altor, Kallskär, Kinnevik, Lingotto and Temasek. The capital will support the company's efforts to scale up operations and accelerate the electrification of residential heating across Europe.
A logical correction: Understanding Europe’s EMS decline August 12, 2025 At Evertiq Expo Berlin 2025, industry analyst Dieter Weiss from in4ma took the stage to dissect what many have labelled a “crisis” in Europe’s EMS industry. He argued that the 14% market decline in 2024 was not an unexpected collapse, but the inevitable result of years of artificial growth.
SIA: Hope tariff exemptions, trade deals ensure US chip leadership August 08, 2025 President Trump said this week that he plans to impose 100% tariffs on imported semiconductors but indicated he would not charge companies that commit to making chips in the US.
Report: GM to import EV batteries from China’s CATL August 08, 2025 The arrangement is a stopgap for the Detroit automaker in the next two years as it works to manufacture its own low-cost lithium iron phosphate (LFP) batteries, the Reuters report says.
Trump proposes 100% tariff on imported chips – with exemptions August 07, 2025 President Donald Trump announced plans to impose a 100% tariff on imported semiconductors, while exempting companies that manufacture chips within the United States or have committed to doing so.
A homemade crisis: Europe's EMS market shrank 14% in 2024 August 06, 2025 At Evertiq Expo Berlin, market analyst Dieter Weiss (in4ma) and Christoph Solka (IPC, today Global Electronics Association) took the stage once more — not to speak of promise and growth, but of collapse. With data from over 400 companies and biting commentary, the duo unpacked what they claim to be the worst year for Europe’s EMS industry in two decades — and a crisis entirely of the industry’s own making.
Trump’s new tariffs trigger confusion across the globe August 01, 2025 Economists estimate the overall tariff rate on US imports at around 15% compared to the roughly 2% at the start of the year. This makes it the highest level since the 1930s. However, in a hint that Trump was open to further negotiations, the White House said that the new measures will take effect in a week.
European components distribution slowdown continues in 2nd quarter July 31, 2025 Semiconductor distribution sales in Europe experienced a significant decline of 14%, amounting to €2.20 billion. Among the major countries, Austria faced again the steepest drop with a decrease of almost 37%, followed by France with a reduction of 20%.
Report: Tesla signs $4.3 billion battery deal with LGES July 30, 2025 Elon Musk’s company has been looking to reduce reliance on Chinese imports due to US tariffs. The lithium iron phosphate (LFP) batteries will be supplied from LGES’s factory in Michigan.
Tesla signs $16.5 billion chip contract with Samsung Electronics July 28, 2025 The Samsung-Tesla deal comes at a sensitive time as South Korea is trying to reach a trade deal with the US after the Trump administration’s stated intention of imposing 25% tariffs.
SK Hynix reports record jump in profit as demand for AI chips soars July 24, 2025 SK Hynix reported a bigger-than-expected 68% jump in operating income in the June quarter. The South Korean chipmaker, a key supplier to AI giant Nvidia, said new model launches by customers would drive high-end AI chip demand growth, and that it was on track to double HBM chip sales for the full year.
Mycronic reports 35% increase in net sales in Q2 2025 July 14, 2025 Despite sales growth, order intake fell to SEK 1.3 billion from SEK 2 billion. In the second quarter, order intake saw a decline of 37%. EBIT amounted to SEK 568 million and the EBIT margin was 27%.
Guys, can we please stop inflating orders? July 10, 2025 We are all aware that the semiconductor industry is highly volatile. But that’s not just because of the market itself; in fact, a substantial part is self-inflicted. Because, in times of shortages, companies panic and place inflated orders with multiple manufacturers or suppliers. We see the same thing happening again now with DDR4. Samsung, which captures about half of the DRAM market, has announced that it will wind down its DDR4 production by the end of 2025. This is causing a ripple effect that we have seen time and again.
One in a Million. People used to be our greatest strength July 07, 2025 In this first article of Evertiq’s new expert column series, Claus Aasholm – seasoned technology executive and strategist – shares his perspective on the trends, challenges, and breakthroughs shaping the global electronics industry. Drawing on decades of hands-on experience, Claus offers sharp, thought-provoking insights that go beyond headlines and buzzwords. Expect analysis that connects the dots – and challenges the status quo.
Compal's new automotive electronics facility in Poland stands ready July 01, 2025 Taiwanese electronics manufacturer Compal Electronics has completed the first phase of its new automotive electronics facility in Czeladź, Silesian Voivodeship, Poland, marking a key step in the company's expansion into the European market.
Top 10 foundries face tariffs and subsidies, 1Q revenue declines June 11, 2025 The global foundry industry recorded USD 36.4 billion in revenue for Q1 2025, representing a 5.4% quarter-on-quarter decline, according to TrendForce. The revenue drop was softened by last-minute rush orders ahead of the US reciprocal tariff exemption deadline and continued demand driven by China’s 2024 consumer subsidy program.
Europe’s declining PCB and EMS production threatens security June 04, 2025 The German Electrical and Electronic Manufacturers' Association (ZVEI) warns that the ongoing decline in PCB and electronics manufacturing services (EMS) in Europe threatens both security and technological sovereignty.
VECV partners with Statiq to boost EV adoption in India May 29, 2025 Statiq will extend access to its expanding network of over 8,000 charging points from leading CPOs on its aggregated platform across India, making charging simpler, faster and more efficient for Eicher customers.
Semiconductor outlook: typical Q1, but atypical shifts ahead May 21, 2025 The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical seasonality for several industry segments as the year progresses, reports SEMI.
Lacroix exits North America in strategic shift May 20, 2025 French electronics and technology group Lacroix plans to withdraw entirely from its North American electronics operations by the end of 2025, as part of a strategic shift aimed at consolidating its core businesses and eliminating persistent losses.
Evertiq Expo Malmö – technology, tactics and the ecosystems of tomorrow May 19, 2025 Once again, the electronics industry gathered at Malmö Arena as Evertiq Expo took place on 15 May. With a total of 556 participants, a strong semiconductor focus on stage, and plenty of discussions around direction and opportunity, this year’s edition proved to be an important one.
Tariff uncertainty and weakening demand threaten MLCC market stability May 07, 2025 The global MLCC market is facing heightened risks amid persistent economic uncertainty, driven by unresolved US tariff policy and weakening downstream demand, according to a new report from market intelligence firm TrendForce.
Serentica signs power supply and consumption deal with INOXAP May 07, 2025 Serentica will supply 75 MW hybrid renewable energy to INOXAP through Inter-State Transmission System project, enabling competitive tariffs and flexible power usage across multiple locations across India.