Industry Insights

Industry Insights

STMicroelectronics posts strong Q1 revenue growth

STMicroelectronics has reported first-quarter 2026 revenues of $3.10 billion, a 23% jump on the same period last year, as the global chipmaker rode rising demand in personal electronics and artificial intelligence infrastructure – though profitability remained under pressure from restructuring charges and the integration costs of a major acquisition. Revenue beats guidance, but profits slip

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Industry Insights Market Analysis

Industry-wide memory constraints grow

Artificial intelligence is consuming a growing share of the world’s memory supply, leaving electronics manufacturers across industries facing longer lead times, rising prices, and increasing uncertainty, according to a new report released from the Global Electronics Association. The report, The Memory Squeeze: How AI-Driven Capacity Reallocation Is Reshaping Memory Supply for Electronics Manufacturers, highlights a

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Featured Industry Insights Market Analysis

Drastic RAMifications: weathering the memory shortage

In recent days, the headlines of most technology titles have been dominated by the perfect storm that has led to a global shortage of Random Access Memory (RAM). As the short-term, temporary memory that handles data for processing and applications, RAM – and specifically Dynamic Random Access Memory (DRAM) – is a foundational business technology.

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Industry Insights Market Analysis

What 2026 market signals mean for engineers

Since early 2026, some parts of the semiconductor market are recovering, while other device categories continue to experience constraint. Avnet Silica’s Q1 2026 Trendliner report reflects this uneven picture, highlighting sustained demand in selected automotive and AI-linked segments, alongside extended lead times in parts of the memory market. This divergence means supply conditions vary depending

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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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