Industry Insights

Industry Insights

NVIDIA H200 exports to China reshape AI investment

The decision by the Trump administration to allow NVIDIA to export its advanced H200 artificial intelligence chips to approved customers in China represents a material shift in the global AI investment environment. Nigel Green, CEO of deVere Group, says: “The move changes how capital markets should think about future AI leadership, competitive dynamics, and long-term

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Industry Insights

What will the future of farming look like?

DigiKey announced the release of season 4 of its ‘Farm Different’ video series. The series explores how the integration of advanced technology is reshaping and propelling the agricultural industry forward, and DigiKey is diving deep to understand its impact. The new season of the video series, supported by Littelfuse and Analog Devices, Inc. (ADI), features

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Industry Insights Market Analysis

AI shortages to define 2026 for markets

AI hardware shortages are set to define markets in 2026 as pricing power shifts and volatility rises, warns the CEO of deVere Group. The warning comes as the AI boom is rapidly evolving from a growth story into a supply-shock story, and it is shaping up to be one of the defining investment themes of

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Industry Insights

Martina Drimala’s key priorities for Mouser in EMEA 2026

Mouser Electronics recently announced the appointment of Martina Drimala as Vice President of EMEA Customer Service. Drimala will oversee customer service operations across the EMEA region, driving service excellence and supporting Mouser’s continued growth in Europe. Drimala was one of Mouser’s first European employees, joining the company in 2008 as it began expanding into the

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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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