Industry Insights

Industry Insights

Could glass be a critical enabler for semiconductor manufacturing?

Yole Group announces the release of its new technology & market report, Glass Materials for Semiconductor Manufacturing 2025, a comprehensive study analysing the rapid rise of glass as a strategic material in semiconductor processes and permanent device architectures. Through a consolidated analysis of multiple end markets, including CIS, MEMS, RF, power devices, memory/HBM, AR/VR, and

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Industry Insights

AI demand tightens global memory supply

Concerns over tightening supplies of memory components have resurfaced in recent weeks as chipmakers and market analysts cautioned that the consumer electronics and automotive sectors could face renewed pressure next year. The warnings stemmed from the shifting priorities of semiconductor manufacturers, which continue to allocate production capacity to parts used in artificial intelligence computing rather

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Featured Industry Insights Sourcing Strategies

Component obsolescence: trends to watch in 2026

Flip Electronics President, Bill Bradford, discusses trends in the semiconductors and electronic components sectors. AI has put hyperscalers and GPU innovators on everyone’s radar this year; their CEOs are touting next-gen computing and all the opportunities that come with it. The hype is well-founded, but it’s obscuring the day-to-day needs of manufacturers seeking CPUs, ASICs,

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Industry Insights Market Analysis

Infineon raises AI power revenue target for 2026

Infineon Technologies closed its 2025 fiscal year with results that followed its earlier guidance, as it prepares for what it expects to be a modest upturn in 2026 and a marked rise in demand linked to AI power systems. The company reported Q4 FY 2025 revenue of €3.943 billion with a Segment Result of €717

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Featured Industry Insights

Who are the key NAND Flash memory manufacturers?

NAND Flash memory has become one of the most critical components in modern electronics. From smartphones and SSDs to industrial automation and automotive systems, it forms the backbone of data storage in both consumer and enterprise applications. As demand continues to surge – driven by AI workloads, Cloud data centres, and connected devices – the

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Industry Insights Videos

DigiKey’s evolving digital vision and market momentum

During a recent visit to London, Tim Carroll, Global Head of Digital Business at DigiKey, met with Electronic Specifier and Procurement Pro’s Paige Hookway to discuss the company’s current performance and future direction. Carroll described the first quarter of 2025 as relatively subdued, with economic and political uncertainty – ranging from newly formed governments to

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Industry Insights Supply Chain Management

Temporary reprieve in trade tensions could be short-lived

The long-anticipated meeting between US President Donald Trump and Chinese President Xi Jinping in Busan, South Korea, has sparked cautious optimism across global markets. Both leaders described the encounter as ‘constructive’ and ‘historic’, though much of the market reaction points to a tactical pause rather than a structural reset in the world’s most powerful economic

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Featured Industry Insights Sourcing Strategies

The Nexperia chip crisis, explained

Nexperia’s addition to the BIS Entity List and China’s export controls have sparked a global supply chain crisis. Automakers face looming chip shortages as the Dutch and Chinese governments clash over control. What we know right now It all happened so fast. In the span of a few weeks, Nexperia went from a modestly sized

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Industry Insights Market Analysis

How computing power is reshaping the automotive industry

In its new report, Automotive Computing and AI 2025, Yole Group analyses the technological and market forces redefining vehicle intelligence, safety, and connectivity. The automotive industry is accelerating into a new era of intelligence, and semiconductors are at the heart of this revolution. Yole Group’s latest report, Automotive Computing and AI 2025, provides a comprehensive

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Industry Insights News

Dutch government takes control of Nexperia

The Dutch government has taken control of Nexperia, the Chinese-owned semiconductor manufacturer based in the Netherlands, following a ruling by the Dutch Enterprise Chamber and amid escalating geopolitical tensions surrounding technology and trade. After an emergency hearing on 7th October 2025, the Enterprise Chamber provisionally concluded that there were “valid reasons to doubt sound management”

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