Ewelina Bednarz
- Indexed articles, last 90 days
- 5
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- Aug 11, 2026
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- Jul 6, 2026
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Has the semiconductor market changed since spring? (opens the original)
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Since then, the market has continued to evolve. AI investment remains strong, memory pricing has accelerated, inventories have begun to normalise in some segments, while geopolitical tensions, tariffs and regional manufacturing strategies continue to reshape global supply chains. These developments raise new questions. Have the trends identified earlier this year become more visible? Are AI-driven markets still pulling away from the rest of the industry? Which segments are showing the strongest
Understanding semiconductor datecodes in long-lifecycle electronics (opens the original)
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This was one of the topics explored during his presentation at Evertiq Expo Lund, where Nietzsche challenged long-standing assumptions about component usability and shelf life. For decades, date codes have often been treated as a warning sign in electronics procurement. Components carrying older markings were frequently considered risky or unsuitable for deployment, sometimes regardless of storage conditions or actual quality data. According to Nietzsche, that mindset no longer reflects the real
AI infrastructure boom reshapes electronics supply chain, says in4ma (opens the original)
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"The current shortages in printed circuit boards, laminates and specialty raw materials are not a cyclical blip. They are the direct consequence of a capital expenditure wave from a small group of hyperscalers," in4ma reported. According to the analysts, capital expenditure planned by the four largest US hyperscalers — Amazon, Alphabet, Meta and Microsoft — is expected to reach approximately USD 700–725 billion in 2026, compared with around USD 410 billion a year earlier. The figure exceeds the
The ESG bottleneck: finding time for hands-on implementation (opens the original)
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Against this backdrop, Germany-based EMS provider DBK EMS GmbH & Co. KG recently completed its first EcoVadis assessment, achieving a score of 70 out of 100 and placing the company among the top 20% of organisations evaluated by the platform. But for Pascal Lefarth, Corporate Sustainability and Energy Manager at DBK, the assessment represents something much broader than a sustainability rating. "We are proud of the result, especially as this was our first EcoVadis assessment. However, the score
Why strategy has become the defining question for Europe's EMS indu... (opens the original)
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Visitors compared figures, photographed charts and debated the conclusions well into the afternoon. It wasn't simply that the numbers were new. They confirmed something many in the room had already sensed: European electronics manufacturing had entered a different chapter. Looking back, Berlin felt less like the end of the spring Expo season than the point where many of its conversations finally came together. Across five Evertiq Expos in five different countries, discussions gradually shifted a
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