Industry Insights

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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Featured Industry Insights Supply Chain Management

Supply chain disruption in the cabling industry: a knotty issue

The cable manufacturing industry sits at the centre of many sectors that are currently driving economic growth and technological transformation. It supplies high-power cables and shielded data solutions for electric vehicles (EVs), enabling electrification, connectivity, and safety in next-generation mobility. At the same time, the industry delivers mission-critical components that underpin the renewable energy transition,

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Industry Insights Market Analysis

Infineon GaN Insights 2026

The power electronics industry is undergoing a significant transformation, driven by the growing adoption of gallium nitride (GaN) power solutions. Infineon Technologies has published the 2026 edition of its annual GaN Insights, providing valuable awareness into the world of GaN technology, its applications, and future prospects. “GaN has become a market reality that has gained

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Industry Insights

Building cyber-resilient embedded systems

As connected devices have become ever-present in our lives, the need for robust embedded security has never been greater. In a recent Let’s Talk Technical roundtable with top embedded and micro suppliers, I spoke with experts from Analog Devices, STMicroelectronics, NXP, and Microchip Technology to hear their perspectives on the evolving landscape of embedded security

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Industry Insights

Hotspot: UK

In recent decades, the UK’s semiconductor manufacturing industry has been in a state of steady decline. In spite of a strong research and development environment held up by world-class research institutions and universities, semiconductor startups struggle with commercialising and scaling. A lack of “deep-pocketed investment”, as phrased by TechWorks, and manufacturing infrastructure has resulted in

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Industry Insights Market Analysis

Slumbering IC unit demand starts to stir

Unit demand – one of Malcolm Penn’s (CEO of Future Horizons and a veteran industry analyst) four horsemen of the semiconductor apocalypse – could be on the cusp of a recovery. In 2025, semiconductor market growth was driven by a rise in average selling prices (ASPs). Says Penn: “You can’t claim a real market recovery

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Industry Insights

What the Nexperia crisis means for the global supply chain

The Nexperia ownership dispute has seized headlines, as the Dutch chip manufacturer continues to be embroiled in a struggle between China and the Netherlands. After the Dutch government attempted to seize control of Nexperia using the nation’s Goods Availability Act, China’s Ministry of Commerce struck back by imposing export controls on Nexperia factories in China,

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