Market Analysis

Market Analysis

Semiconductor devices industry on track to reach $1Tn

At over $670 billion in 2024, Yole Group’s analysts report a $100 billion year-over-year increase from 2023. And this is just the beginning – strong growth is expected in the coming years, fuelled by the Generative AI boom. “A new growth cycle is expected to continue over the next three to four years, driven by

Read More
Market Analysis

Silicon wafer shipments and revenue start recovery

In the second half of 2024, worldwide silicon wafer demand started to recover from the industry downcycle seen in 2023, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry. Worldwide silicon wafer shipments in 2024 decreased 2.7% to 12,266 million square inches while wafer revenue contracted 6.5% to

Read More
Market Analysis

European components distribution declines by -24.7%

Hermann Reiter, Chairman of DMASS notes that the past year has been exceptionally challenging for the distribution industry in EMEA, and it is now facing the harsh reality of significant revenue losses. In 2024, the overall distribution industry in EMEA experienced a staggering loss of more than €5.6 billion compared to 2023. The semiconductor sector

Read More
Market Analysis

Changing fortunes in component market drivers?

By Adam Fletcher, Chairman of the Electronic Components Supply Network (ecsn) For the past decade or so the primary driver of the global electronic components market has been the demand for the latest innovation in cellular mobile phone (CMP) handsets and related infrastructure. The Automotive sector occupied position two followed by the high-performance computing (HPC)

Read More
Market Analysis

Arm reports 19% revenue growth

Arm has reported a 19% year-over-year increase in revenue for its latest quarter, reaching $983 million, driven by record royalty earnings and continued strength in license revenue. The company has credited this growth to the increasing adoption of its Armv9 architecture, rising demand for its Compute Subsystems (CSS), and expanding presence in data centres and

Read More
Market Analysis

German component distribution market in Q4/24

German component distribution sees 2025 as a year of setting the course and calls for future-oriented investments in infrastructure and education. Sales of electronic components distribution, according to FBDi e.V., fell by more than 35% in the fourth quarter of 2024. Incoming orders are not providing any stimulus. The outlook remains subdued until mid-2025. FBDi

Read More
Market Analysis

Infineon has better start to year than expected

Infineon Technologies is reporting results for the first quarter of the 2025 fiscal year (period ended 31 December 2024). “Infineon has held up well in a weak market environment, closing its first quarter slightly ahead of expectations,” says Jochen Hanebeck, CEO of Infineon. “Against a continued uncertain economic backdrop, our business trajectory in this fiscal

Read More
Industry Insights Market Analysis

Infineon 2025 predictions – GaN semiconductors

As the world continues to face the challenges of climate change and environmental sustainability, Infineon Technologies) is harnessing the power of all relevant semiconductor materials including silicon (Si), silicon carbide (SiC), and gallium nitride (GaN) to drive meaningful progress towards decarbonisation and digitalisation. In its 2025 predictions – GaN power semiconductors, Infineon highlights that gallium

Read More
Market Analysis News

ASML reports €28.3Bn net sales in 2024

ASML has published its 2024 fourth-quarter and full-year results. In Q4, ASML reported total net sales of €9.3 billion, with a gross margin of 51.7% and a net income of €2.7 billion. The company recorded quarterly net bookings of €7.1 billion, including €3.0 billion from EUV systems. For the full year 2024, ASML achieved total

Read More
Market Analysis

AMD vs NVIDIA: rivalry in AI and data centre innovation

By Fusion Worldwide In the dynamic world of enterprise computing, artificial intelligence (AI) stands as a transformative force, redefining how businesses operate, compete, and innovate. At the heart of this revolution is the intense rivalry between AMD and NVIDIA, two tech giants whose competition fuels relentless innovation, driving AI capabilities to new heights. This ongoing

Read More