Market Analysis

Market Analysis

Would your organisation rather plead or negotiate?

The economic tide is turning for the global electronic components market as the industry-wide inventory overhang that resulted from the COVID-19 lockdowns continues to be consumed and now looks likely to attain manageable levels early in 2026. According to Adam Fletcher, Chairman of both the UK’s Electronics Components Supply Network (ecsn) and the International Distributors

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Market Analysis

“Encouraged” Gallagher sees year of growth for Avnet

Avnet’s Q2 revenues were driven by strong demand in compute and aerospace and defence, says CEO Phil Gallagher. “Sales increased sequentially in most of the verticals we serve, year-over-year, we also saw a broad-based improvement across most verticals,” he commented. Turning to today’s market, Gallagher added: “Demand signals continue to reset globally, resulting in lead

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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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Market Analysis

Asia and Farnell sparkle in Avnet’s Q2

Avnet beat expectations in Q2 reporting year on year revenues up 11.6% to $6.32 billion. “We delivered year-over-year sales growth across all of our electronic components regions and Farnell, and both total company revenue and earnings per share were above our expectations,” commented Phil Gallagher, Avnet Chief Executive Officer. “Sequentially, our adjusted operating income grew

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Market Analysis

Tariff complexity is destabilising supply chains, warns ECIA

ECIA’s President and CEO, David Loftus, and the ECIA councils are sounding the alarm about a growing challenge in distribution channels across all industries. The damage being done by uncertainty and complexity arising from tariffs has created a difficulty that is certain to impact multiple industries in 2026, including electronic components. “Distribution networks across American

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Industry Insights Market Analysis

Procurement on the frontline of business resilience

RS, a high-service global product and service solutions provider for industrial customers, has released its 2026 Indirect Procurement Report ‘Uncertainty Driving Efficiency’. The report was produced in association with The Chartered Institute of Procurement & Supply (CIPS). It explores the current state of play for those responsible for procurement of supplies supporting maintenance, repair and

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Market Analysis

TSMC deliver record profit amid ongoing AI boom

TSMC announced a consolidated revenue of NT$1,046.09 billion for the fourth quarter of 2025. Year-on-year, its fourth-quarter revenue increased by 20.5%. Compared with the third quarter of 2025, revenue increased 5.7%. In US dollars, fourth-quarter revenue reached $33.73 billion, representing a 25.5% year-on-year increase and a 1.9% sequential increase. This marks the eighth consecutive quarter

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Industry Insights Market Analysis

Engineers are embracing AI, reports Avnet

Artificial intelligence’s (AI) integration in designed products and solutions is here, and engineers are embracing the technology while identifying the challenges it may present. This is according to Avnet’s fifth annual Avnet Insights survey, which has been keeping a pulse on how engineers are responding to the market – and looking ahead – since 2021.

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Market Analysis

ECIA reports restored sales confidence in the industry

With an overall index score of 134.0, the December sales sentiment results trounced expectations by nearly 33 points. The most positive aspect of the December survey is the increase in overall sentiment by over four points, up to 138.3. “The latest results from ECIA’s Industry Pulse survey delivered highly encouraging results as we move into

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Market Analysis

29.8% increase for global semiconductor sales

The Semiconductor Industry Association (SIA) announced global semiconductor industry sales totalled $75.3 billion during the month of November 2025, an increase of 29.8% compared to the November 2024 total of $58.0 billion and 3.5% more than the October 2025 total of $72.7 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organisation

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