Market Analysis

Procurement Pro Market Analysis
Distributors push ahead in volatile market
Industry Insights Market Analysis

Distributors push ahead in volatile market

Avnet Q2 revenues soar 34% year on year. Arrow Electronics revenues leap 39% year on year. Is the distribution sector in clover? “Business is great,” confirms Marie-Pierre Ducharme, Vice President, EMEA Marketing, Mouser Electronics. “Every manufacturer we speak to, all our competition, everyone’s business is growing, some more, some less. We should just enjoy it

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Nexperia continues growth despite operating challenges
Market Analysis

Nexperia continues growth despite operating challenges

  • by
  • 29 October 2026
  • 2 minutes read

Nexperia has announced its financial results for the third quarter of 2026. Building on the progress achieved during the first half of 2026, Nexperia delivered another consecutive quarter of revenue growth in Q3, supported by recovering customer demand and production capacity. Revenue reached $389 million, up 9.3% compared with Q2 2026 ($356 million), with broad-based

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RAMageddon impacts electronic components markets
Industry Insights Market Analysis

RAMageddon impacts electronic components markets

The term ‘RAMageddon’, normally used by engineers to describe a memory system overload, has recently been hijacked by industry commentators who are using it in connection with the lack of general availability of memory components due to the unprecedented demands of hyperscale computing applications. According to Adam Fletcher, Chairman of both the UK’s Electronics Components

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AI data centre processors to top $1.7Tn by 2031
Market Analysis

AI data centre processors to top $1.7Tn by 2031

  • by
  • 19 October 2026
  • 2 minutes read

Hyperscaler Capex will almost double in 2026 and is set to reach about $1.9 trillion by 2031, shifting free cash flow from the hyperscalers to their semiconductor suppliers. The effect is already visible in processor revenues: Yole Group’s Data Centre Processor Monitor records CPU revenue at $13.2 billion in Q2 2026, up 34.9% on the

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Chip stocks to stay wild until US voters show their hand
Industry Insights Market Analysis

Chip stocks to stay wild until US voters show their hand

Wild swings in global chip stocks are likely to continue until markets know where US interest rates are heading and who controls Congress after the midterms, warns Nigel Green, CEO of deVere Group. The comments from Green come as the turmoil spread from Wall Street to Asia on Thursday (15th October). South Korea’s Kospi closed

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India’s electronic components market is evolving
Featured Industry Insights Market Analysis

India’s electronic components market is evolving

When Waldom walked through the halls of electronica India, there was a real sense of momentum around India’s electronic components market. But some of the most interesting insights came not from what was on display, but from the conversations happening around it. Over several days, the company spoke with global component manufacturers and distributors about

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‘RAMageddon’ continues to put pressure on smartphone prices
Industry Insights Market Analysis

‘RAMageddon’ continues to put pressure on smartphone prices

A wave of price increases across this summer’s smartphone launches offers the clearest evidence yet that the AI-driven memory shortage, often dubbed ‘RAMageddon’, is reshaping the mobile device market: what phones cost, how much memory they carry, and which models survive. PC and laptop makers raised prices first; smartphone makers largely held off until this

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High-end packaging: a market set to nearly quintuple by 2031
Market Analysis

High-end packaging: a market set to nearly quintuple by 2031

  • by
  • 27 September 2026
  • 3 minutes read

Advanced packaging has become the place where AI system performance is won or lost. High-end performance packaging revenue is forecast to grow to more than $51 billion in 2031, a 27% CAGR during 2025-2031, with package unit volume expanding at a 33% CAGR and wafer demand at 30%. The gap between those three figures tells

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National Manufacturing Day: electronics stock jumps 76%
Industry Insights Market Analysis

National Manufacturing Day: electronics stock jumps 76%

  • by
  • 24 September 2026
  • 2 minutes read

As the UK marks National Manufacturing Day (24th September), new data from Unleashed’s Manufacturing Health Index (MHI), based on a sample of 629 UK SME manufacturers, reveals a sharply divided picture of UK manufacturing health. Half of the 12 UK manufacturing sectors analysed recorded year-on-year revenue growth between April and June 2026, while gross margins

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Global semiconductor revenue surges 31% to $425Bn
Market Analysis

Global semiconductor revenue surges 31% to $425Bn

  • by
  • 14 September 2026
  • 2 minutes read

Global semiconductor revenue surpassed $425 billion in 2Q26 reaching another all-time high as the market grew a record 31.4% quarter-over-quarter (QoQ), according to new research from Omdia. AI demand and strong memory prices continued to be the leading market dynamics, taking total semiconductor revenue for the first half of 2026 to $752 billion. The 31.4%

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