Evertiq - First In Electronics News & Expo

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US PCB maker TTM Technologies has completed its acquisition of ILFA, a Hanover-based manufacturer of PCBs for the aerospace and defence industries. With the deal, TTM gains a manufacturing base for high-reliability PCBs in Europe.

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Strong M&A activity, the expansion of the defence and aerospace sectors, and component availability issues are the three key trends that Riku Hynninen believes will shape the European EMS market. During Evertiq Expo Warsaw 2026, the Finnish expert gave an interview in which he discussed the main findings of his analysis of the financial performance of the European EMS sector. He also outlined the challenges electronics manufacturers should prepare for in the coming years.

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Italian edge computing company SECO is strengthening its presence in Asia-Pacific with two deals in Hangzhou. It is acquiring 60% of edge computing hardware maker Qiyang Technology and buying out the minority owners of its subsidiary Fannal Electronics, which makes touch displays and human-machine interfaces.

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WATS has added German distributor S-EV Electronic Distribution to its partner network. The partnership is meant to give WATS a stronger presence among German electronics manufacturers.

Mastering Heat, Securing Performance Würth Elektronik eisos

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Various cooling concepts are available to efficiently dissipate heat from electronic components. However, if power losses are not removed reliably, performance degradation, premature aging, or even component failure may result. Selecting the appropriate heat sink and thermal interface material is therefore essential.

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A fire at a Panasonic factory in Hsinchu County, Taiwan, has injured five people, and two employees are still missing. The plant belongs to Panasonic Industrial Devices Materials Taiwan, which develops and manufactures high-speed PCB materials and semiconductor packaging materials.

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French investment firm Latour Capital has signed an agreement to acquire Elvia Electronics, France’s largest maker of high-reliability PCBs, from a Tikehau-managed fund. Latour is making the acquisition through Émergence Défense, its fund dedicated to the defence industry.

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Axcelis Technologies and Veeco Instruments now expect their all-stock merger to close by the end of the first quarter of 2027. The deal is still waiting for approval from China’s competition authority, SAMR, and the companies must also refile with US regulators.

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NSIL, the commercial arm of India’s space program, has signed an agreement with Australian Earth observation satellite company LatConnect 60 to provide telemetry, tracking and command services for the company’s SWIRSAT-1 and SWIRSAT-2 spacecraft.

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The South Korean company announced that its Vietnamese manufacturing subsidiary, LSCV, will invest approximately KRW 65 billion (about USD 48.5 million) to construct ultracapacitors production facilities.

Schaeffler is launching another performance improvement programme, which will cut a net 3,460 positions in Europe, around 2,660 of them in Germany. Five sites are to close, four of them in Germany. The company cites weak demand for combustion engine vehicles and a slower-than-expected ramp-up of electric mobility.

Unimicron Germany in Geldern was dissolved on 1 November and is being wound down through voluntary liquidation. The company cites ongoing losses and a persistently difficult market, and says it is not an insolvency.

Panasonic Industry will invest about JPY 92 billion (about EUR 520 million) to expand production of high-performance PCB materials and conductive polymer capacitors for AI servers, and to build a new R&D centre for next-generation semiconductor packaging materials.

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Bosch will move its semiconductor business into a dedicated division from January 2028. The company aims to reach semiconductor sales of around EUR 5 billion by 2030, and plans to open up more of its manufacturing capacity to external customers.

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Component shortages, AI-driven demand and a shifting industrial base are testing Europe’s electronics supply chain.

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US EMS provider Benchmark has expanded production for Oxide Computer Company to a second US site. The added capacity is meant to support Oxide as it scales up deployment of its rack-scale cloud computer for customers’ own data centres.

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Europe says it wants its PCB industry back. But when Vytautas Ilgūnas, CCO of TLT PCB, asks whether customers actually mean it, industry veteran Gene H. Weiner’s answer is blunt: “They say yes, but behave no.” Ilgūnas himself sees a European market that has started to move – though not everywhere at the same speed.

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The companies intend to combine D-Wave’s annealing quantum computing technologies with LG CNS’s industry expertise, mathematical optimization capabilities and systems integration experience to develop applications for customers in manufacturing, telecommunications, finance and retail.

onsemi has agreed to acquire US company Ferric, which develops integrated voltage regulators (IVRs) for AI processors, for USD 600 million in cash. Another USD 175 million could follow if Ferric reaches certain revenue milestones.

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Inission has completed its acquisition of German EMS provider Bavaria Digital Technik (BDT) in Pfronten. The deal covers all shares in BDT and gives the Swedish EMS provider its first factory in Germany.

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The move further strengthens Melexis’ local presence in one of its fastest-developing markets and will support growth opportunities in two-wheeler mobility, vehicle electrification, solar market and smart energy metering.

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Private equity firm Industrial Growth Partners (IGP) has agreed to sell AdvancedPCB, a US maker of high-reliability PCBs, to Amphenol. AdvancedPCB serves customers in defence, aerospace and industry from six sites in the United States.

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Marvell Technology has agreed to acquire optical component maker Lumentum in an all-stock deal that values Lumentum at an enterprise value of USD 115 billion. The companies plan to combine Marvell’s electrical interconnect and custom silicon with Lumentum’s lasers and optical transceivers as AI data centres move from copper to optical connectivity.

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The G2 satellites will incorporate enhanced navigation antennas to enhance the accuracy of the flagship European Global Navigation Satellite System. The spacecraft will be equipped with higher-strength navigation antennas as well as fully digital payloads.

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With an aim to address the growing need for a skilled workforce in the Indian semiconductor industry, this collaboration will develop educational and training programs aligned with industry requirements.

While the importance of semiconductors in vehicles continues to grow structurally, demand for wafer manufacturing capacity for high-voltage technologies is rising sharply. With the extended supply agreement, Elmos aims to address these developments at an early stage.

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The new facility will primarily focus on semiconductor equipment manufacturing and AI solutions, with dedicated space for contract manufacturing activities.

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With the new funding, US-based startup Foundry Robotics will build out its Emeryville facility, accelerate deployment of AI models into real-world manufacturing, and grow its robotics research, engineering and factory operations teams.

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With this new funding, UK-based startup Salience Labs will accelerate the deployment of its optical circuit switching (OCS) technology, scale its volume manufacturing operations and expand its U.S. presence in Silicon Valley.

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This portfolio of projects includes Corowa Solar Farm, Junee Solar Farm, Wagga Solar Farm, Wagga Stage 2, Wyalong Solar Farm, and Kingaroy Solar Farm. All six solar farms have been energised using Ingeteam’s central inverter technology.

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As key elements of the U.S. Army’s LIDS program, KuRFS provides advanced 360-degree threat detection, while Coyote low-cost kinetic and non-kinetic effectors defeat individual drones as well as swarms, with hundreds of intercepts in combat.

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Norwegian EMS provider Norautron has signed an agreement to acquire Poland’s Fideltronik from the Stardust Family Foundation. The deal is set to reshuffle the European EMS rankings, as the combined group will have revenues of about EUR 750 million and some 3,500 employees.

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Japanese component maker Murata plans to invest about JPY 1 trillion (about EUR 5.7 billion) over five years to expand its global production capacity for multilayer ceramic capacitors (MLCCs). The company expects MLCC sales in fiscal 2030 to be at least double those of fiscal 2025.

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The agreement strengthens the companies’ longstanding collaboration while providing BorgWarner with a reliable, long-term supply of high-performance silicon carbide technology for next-generation EV and power conversion applications.

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