A year of structural shifts, bankruptcies, and strategic acquisitions

2025 became the year when several long-term assumptions in the electronics industry were put to the test. What had for many years been described as cyclical fluctuations, stable industry structures, and predictable value chains instead developed into a year marked by systemic shifts, consolidation, and painful realities—not least on Swedish soil. From Northvolt's bankruptcy and the subsequent rescue operation, to clear signs that the semiconductor industry's classic cycles have been broken, and a series of strategic acquisitions in the EMS and semiconductor sectors, 2025 became a year that will be referenced for a long time to come