Claus Aasholm: “The semiconductor cycle is broken”
July 02, 2025
During Evertiq Expo Malmö 2025, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a sobering reassessment of the global semiconductor market. In his keynote and follow-up interview, Aasholm argued that the industry’s historical four-year cycle has broken down – replaced by a fragmented, profit-driven upswing felt by only a select few.
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Honda changes plan to build production plant for fuel cell module
July 01, 2025
The original plan was to utilize part of the land and buildings of a former Honda Powertrain Unit Factory in Moka City, and begin operation of a dedicated plant to produce the next-generation fuel cell module developed independently by Honda.
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.
IBM, RIKEN unveil first IBM Quantum System Two outside of US
June 25, 2025
IBM Quantum System Two at RIKEN is powered by IBM Quantum Heron, the company’s best-performing quantum processor to-date. Its connection to Fugaku will enable RIKEN teams to use quantum-centric supercomputing approaches to push forward research on advanced algorithms.
IPC becomes Global Electronics Association
June 24, 2025
The organization known as IPC – originally the Institute of Printed Circuits – is changing its name to the Global Electronics Association, and unveils a new study on the electronics industry.
Taiwan adds China’s Huawei and SMIC to export control list
June 16, 2025
The two Chinese companies, who are already on a US trade blacklist, have been put on Taiwan’s “Strategic High-Tech Commodities Entity List” together with many of their international subsidiaries.
Fujitsu sells power modules business to India’s L&T for $13.8 M
June 11, 2025
The business will be bought by L&T’s semiconductor arm. Separately, Kaynes Semicon (KS) will acquire the production facilities related to the power modules business from Fujitsu.
SEMI: Global chip equipment billings up 21% in Q1 2025
June 10, 2025
Global semiconductor equipment billings reached USD 32.05 billion in the first quarter of 2025, marking a 21% increase compared to the same period in 2024, according to the latest Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report published by SEMI.
STMicroelectronics to ‘cut 5,000 jobs in next 3 years’
June 06, 2025
About 2,000 employees will leave the company due to attrition, bringing the total number of voluntary departures to 5,000, the chipmaker’s CEO Jean-Marc Chery said.
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.
EdgeCortix secures $21M to develop energy-efficient AI chiplet
June 02, 2025
This funding will drive the development of NovaEdge — a next-generation, energy-efficient edge AI chiplet designed for high-performance generative AI inference and on-device learning.
Uncertainty, security and the future of electronics – highlights from Evertiq Expo Kraków 2025
May 30, 2025
This year’s edition of Evertiq Expo Kraków, held on 28 May, confirmed once again its role as a key reference point not only for the Polish but also for the European electronics industry – not only as a space for networking and business development, but above all, as a forum for meaningful discussion on the challenges and realities the sector is currently facing.
Hungary again top European destination for Chinese FDI
May 30, 2025
Hungary received 31% of all Chinese FDI targeting EU and UK in 2024. Investment in EV manufacturing played a central role, with Hungary alone receiving 62% of all Chinese EV-related FDI, up from 57% the previous year.
Europe’s top 20 defence companies: Who leads the arms race?
May 28, 2025
The global defence industry never sleeps. Geopolitical tensions – from Russia’s invasion of Ukraine and conflict in the Middle East to the arms build-up in East Asia – are fuelling record-breaking investments in military technology and production.
Cybersecurity, IoT, and AI at Evertiq Expo Kraków 2025
May 26, 2025
The electronics industry is evolving fast — and Evertiq Expo Kraków 2025 offers a one-day, high-impact look at the technologies, regulations, and strategies shaping that change. From embedded systems and wireless networks to cybersecurity and defence industry dynamics, this year’s agenda reflects the growing complexity of designing, building, and securing electronic systems in Europe and beyond.
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.
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.
POSCO, Hyundai sign agreement with eye on future mobility market
May 16, 2025
The two South Korean companies agreed to create sustainable synergy in low-carbon steel and secondary battery markets amid global economic blocks and rapidly changing trade environments.
DENSO, ROHM to establish semiconductor partnership
May 12, 2025
Going forward, both companies will integrate DENSO’s advanced system construction capabilities in the automotive sector with ROHM’s cutting-edge semiconductor technology, cultivated in the consumer market.
AESC secures $1.3 billion to build EV battery plant in UK
May 12, 2025
The new gigafactory in Sunderland is expected to provide employment to over 1000 people and power 100,000 electric vehicles annually, six times more than the country’s current capacity.
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.
TV brands yay pass US tariff costs to consumers –
May 06, 2025
TrendForce’s latest research indicates that US reciprocal tariffs are likely to drive TV brands to pass rising costs onto consumers through higher retail prices in the second half of 2025, further weakening consumer spending momentum.
How companies can navigate tariff uncertainties
April 29, 2025
Businesses are facing increasing challenges as shifting trade policies and tariffs impact global supply chains and costs. According to Confidee, a compliance solutions provider for the PCB industry, companies must adopt more agile sourcing strategies to manage the uncertainty.
Report: Huawei develops new AI chip to compete with Nvidia
April 28, 2025
China’s Huawei Technologies hopes that its new chip, Ascend 910D, will prove to be more powerful than Nvidia’s AI chip H100, according to a report by The Wall Street Journal.
Notebook industry growth outlook dims amid tariff uncertainty
April 22, 2025
The global notebook industry is bracing for continued volatility as trade tensions and economic headwinds cast a shadow over projected growth in 2025, according to new research released today by TrendForce.
US tariffs spurs surge in stockpiling, memory contract prices set to rise
April 17, 2025
TrendForce’s latest investigations reveal that the implementation of the US “reciprocal tariffs” on April 9th — followed by a 90-day grace period for most regions — has prompted buyers and suppliers to adjust their strategies in response to policy uncertainty.
Fortec launches enhances production strategy for the US market
April 16, 2025
Fortec Group has unveiled a new production strategy aimed at supporting European companies in optimising their supply chains for the US market. The initiative is designed to address both cost efficiency and trade resilience in the face of evolving international conditions.
Nvidia expects $5.5 billion hit as US restricts chip sales to China
April 16, 2025
Nvidia said the US government informed the chipmaker that the H20 chip needs a permit to be sold to China. The license requirement for H20 chips would be in effect “for the indefinite future.”
South Korea unveils $23B semiconductor support package
April 15, 2025
The move comes amid growing uncertainty in the global semiconductor sector following US President Donald Trump’s changing tariff policies and the escalating trade war between the US and China.
New tariffs on semiconductors are on the way, warns Trump
April 14, 2025
US Commerce secretary Howard Lutnick said President Donald Trump would impose “a special focus-type of tariff” on smartphones, computers and other electronics products within a month or two.
China delays approval for Geely, BYD investment plans in Latin America
April 14, 2025
Approval from China has taken longer than expected for the projects, with China’s state planner raising concerns that there are tech transfer risks in the Chinese automakers’ plans, Reuters reports.
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