Industry Insights

Industry Insights Market Analysis

In conversation with DigiKey at embedded world 2026

At embedded world 2026, DigiKey set out a clear message: the electronics market is not just recovering – it is accelerating. In conversation with Mike Slater, Vice President of Global Business Development, the company outlined strong performance in 2025 and growing confidence for the year ahead, underpinned by rising demand, increased engineering activity, and strategic

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Industry Insights Supply Chain Management

Automotive evolution, ICs, and supply chain disruption

As the automotive industry transitions to hybrids and fully electric vehicles, advanced driver assist systems (ADAS), self-driving, the software-defined vehicle (SDV), and vehicle-to-everything (V2X) communications, a wrench has been thrown into the works. Semiconductors, upon which all of these technological advances rely, are now the subject of fractious geopolitics. The world had spent decades globalising

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Industry Insights Market Analysis

Late 2025 advance augurs well for 2026 market growth

“Good news!” exclaims Marie-Pierre Ducharme, Mouser’s Vice President, EMEA Marketing, resisting the temptation to punch the air. “It’s been a growth year, after two years of decline. “We expected Europe would bounce back later that the Americas and Asia/Pacific, and that’s what happened. We would have been happy with single digit growth, but it rebounded

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Industry Insights

DigiKey charts confident course for 2026

At embedded world 2026, DigiKey’s message was clear: the momentum the company has predicted a year ago has materialised – and the company is doubling down on growth, innovation, and digital enablement as it looks ahead to 2026. In 2025, DigiKey had shared a cautiously optimistic outlook, pointing to internal indicators suggesting the worst of

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Industry Insights Market Analysis

Hotspot: Malaysia

Few countries have embedded themselves into the global semiconductor supply chain as quietly yet as effectively as Malaysia. For more than half a century, the country has been an understated pillar of the global semiconductor supply chain. Long known for its strengths in computer chip assembly, packaging, and testing, the country has quietly enabled the

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Industry Insights Market Analysis

Tariffs and industrial semiconductors in 2026

Industrial buyers entered 2026 with very different semiconductor cost structures compared to two years earlier, primarily due to significant increases in US tariffs on Chinese components and broader changes in global sourcing strategies. From late 2024 through 2025, the US administration raised the Section 301 tariff on Chinese semiconductors from 25 to 50%. PCB assemblies,

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Industry Insights

Have we learned enough? Preparing for the next industrial demand surge

As industrial demand continues to build heading into 2026, procurement leaders are once again navigating a market shaped by both opportunity and uncertainty. Lead times are tightening in select categories. Tariff conditions are becoming clearer, though not necessarily more predictable. Regional manufacturing strategies continue to shift as organisations balance cost, risk, and proximity. The current

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Industry Insights Market Analysis

Only 27.4% of semiconductor leaders ready to scale AI

HTEC, a global AI-first provider of software and hardware design and engineering services, released The State of AI in the Semiconductor Industry 2025-2026, an industry-specific subset of its global AI research. The report, which analyses insights from 250 global C-level semiconductor leaders, finds a decisive shift in the sector: AI is no longer experimental, but

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Industry Insights Supply Chain Management

Electronics market stabilises but memory pressure looms

The global electronics supply chain closed out 2025 with renewed momentum as the long-standing component glut finally receded. According to Sourceability’s Q4 2025 Lead Time Report, the industry is emerging from years of pandemic-driven instability and overcorrection, entering a period marked by both growth and heightened volatility. However, while most component categories are stabilising, memory

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Industry Insights

AI boom at risk due to looming chip crisis

A deepening shortage of memory chips is rapidly evolving into a legitimate risk for investors, with portfolios heavily exposed to AI, tech, consumer electronics, and automotive sectors, warns Nigel Green, CEO of deVere Group. “This is a potential profit shock building in plain sight. Investors who assume uninterrupted scaling in AI and tech need to

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