DRAM module revenue surged 59% in 2025 as AI crowds out mainstream supply September 22, 2026 The global DRAM module market generated USD 21.2 billion in revenue in 2025, up 59% YoY, according to TrendForce — a sharp acceleration from the 7% growth recorded in 2024.
Report: SK hynix in talks with Intel about deal to make memory chips in US September 16, 2026 At least two potential scenarios are being discussed: SK hynix would lease part of Intel’s chipmaking facility in Ohio, or form a venture with Intel and cloud firms looking for a secure memory chip supply, according to Reuters.
Has the semiconductor market changed since spring? August 11, 2026 Earlier this year, several discussions at Evertiq Expo pointed to the same conclusion: while the semiconductor industry continues to grow, that growth is far from evenly distributed. AI, memory and data centres have driven record revenues, while other parts of the electronics industry continue to face a very different reality.
Report: BMW aims to cut 8,000 jobs by end of 2027 July 30, 2026 BMW is the latest German carmaker to announce job cuts, following similar moves by Volkswagen, Mercedes and Volkswagen-owned Audi.
Rethinking finance amid semiconductor supply chain uncertainties July 28, 2026 Companies are reassessing where they build, how much flexibility they need, which suppliers they depend on and where financial decisions are made.
AI data centres are consuming PCBs – Chinese lead times stretch to 2028 July 28, 2026 In an interview with Evertiq, Didrik Bech, board member of PCB supplier Confidee, described how the AI infrastructure boom is creating an unprecedented demand for materials, resulting in supply shortages that could reshape market conditions across several European industries.
Omdia lifts 2026 semiconductor outlook as AI-driven memory constraints intensify April 28, 2026 Omdia has significantly raised its 2026 semiconductor revenue forecast, now projecting growth of 62.7%, citing sustained AI-driven demand and tightening supply conditions in memory markets.
Evertiq Expo Tampere 2026 sets new visitor record March 27, 2026 Evertiq Expo returned to Tampere on March 26, 2026, bringing together the electronics industry at Tampere Hall in Finland’s third-largest city. This year’s event attracted 297 visitors from 202 companies, alongside 79 exhibiting companies — setting a new attendance record and highlighting continued engagement across the regional electronics ecosystem.
From global dependence to local ambition – Apple’s supply chain shift March 20, 2026 With advanced semiconductor manufacturing still heavily concentrated in Taiwan, geopolitical tensions are forcing companies like Apple to reassess their supply chain strategies. The question is no longer if diversification is needed, but how quickly it can be achieved.
Supplyframe aims to take the headache out of navigating tariffs February 26, 2026 In today’s world of extreme tariff uncertainty, Supplyframe, a company providing a "Design-to-Source Intelligence" platform, is looking to ease sourcing and procurement with an easy way to estimate the cost impacts of tariffs – launching a new Tariff Estimator feature on its Findchips platform.
Can memory manufacturing return to Germany? Neumonda lays out its case January 29, 2026 When German memory company Neumonda talks about bringing semiconductor memory manufacturing back to Germany, it sparks curiosity — not about the technology itself, but about the scale, the investment needed, and whether it’s actually possible.
Trump imposes 25% tariff on some advanced AI chips January 16, 2026 The chips include Nvidia’s H200 and AMD’s MI325X. The White House proclamation follows an investigation under Section 232 of the Trade Expansion Act of 1962 and is part of a broader effort to create incentives for chipmakers to produce more semiconductors in the US.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
GE Vernova boosts yttrium reserves as rare-earth pressure intensifies December 10, 2025 GE Vernova is working with the U.S. government to secure additional yttrium supplies amid tightening global availability. According to information reported by Reuters, the company has now stockpiled enough material to support turbine manufacturing into 2025 and potentially into 2026. While no detailed timeline was provided, GE Vernova confirmed that alternative materials are being evaluated in case market conditions deteriorate further.
Global semiconductor market tops $200 billion in Q3 2025 December 04, 2025 The global semiconductor market reached USD 208 billion in the third quarter of 2025, marking the first time the quarterly market has surpassed USD 200 billion, according to WSTS data cited by Semiconductor Intelligence.
Europe dreams of sovereignty – but its PCB industry is disappearing in plain sight December 02, 2025 When the EU launched the Chips Act, it wrapped the announcement in a familiar promise: technological sovereignty. More fabs, more capacity, and more control over the strategic products and semiconductors that will power Europe’s future.
Jabil and Inno invest in new battery facility in Thailand November 11, 2025 Jabil has expanded its collaboration with Inno, a metal parts manufacturer and a subsidiary of Shanghai Xinpeng Industry (XP), to manufacture battery energy storage system (BESS) enclosures.
Ichia Technologies opens new manufacturing facility In Malaysia November 06, 2025 Ichia Technologies has officially opened its second state-of-the-art manufacturing facility at Kulim Hi-Tech Park (KHTP), Kedah. The MYR 490 million (EUR 101.5 million) investment is expected to create approximately 600 new jobs.
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.