Dennis Dahlgren

The world's largest arms producers saw their revenues climb in 2024, as governments ramped up efforts to modernise and expand their military capabilities.

Nikolaos Florous of Memphis Electronic delivered a data-heavy, at times bluntly honest overview of the global memory market at Evertiq Expo Zürich – and his central message was uncomfortable: the rules have changed, and most of the industry is still playing by the old ones.

57.5%. That is the share of the entire Swedish EMS market held by just ten individual production sites. Not ten companies – ten factories.

The Nexperia dispute has taken a significant new turn. Parent company Wingtech Technology has filed a lawsuit against Nexperia and three members of its interim leadership team in a Chinese court, demanding CNY 8 billion (EUR 1 ‌billion) in damages and calling for the reversal of Dutch governance measures it characterises as discriminatory.

The Nexperia dispute has taken a significant new turn. Parent company Wingtech Technology has filed a lawsuit against Nexperia and three members of its interim leadership team in a Chinese court, demanding CNY 8 billion (EUR 1 ‌billion) in damages and calling for the reversal of Dutch governance measures it characterises as discriminatory.

The war in the Middle East has disrupted supplies of raw materials used in PCBs and pushed prices sharply higher, compounding cost pressures that were already building across the electronics industry, according to industry sources and executives cited by Reuters.

US semiconductor manufacturer Onsemi is reportedly planning to cut between 200 and 300 jobs at its plant in Rožnov pod Radhoštěm in the Czech Republic, according to Czech media outlet e15. The cuts follow an earlier round of approximately 170 layoffs at the same facility in 2025.

Swedish PCB supplier NCAB has published a stark supply chain outlook in May 2026, describing a market under simultaneous pressure from AI demand, geopolitical disruption and raw material shortages. The company's conclusion is direct: what the industry is experiencing now is not a temporary disruption — it is a structural reset.

In an internal memo published on June 10, Xbox CEO Asha Sharma outlined five realities facing the gaming company — including a stark assessment of the hardware component situation.

At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.