Market Analysis

The European electronic components market accelerated sharply in the second quarter, reaching €5.0 billion (+31.7%), with broad yet uneven momentum across the region. Southern Europe remained slightly softer, though France (+24.8%), Italy (+18.0%), and Iberia (+22.3%) continued to expand solidly. Northern and Central Europe all exceeded the 30% mark, led by Ireland (+55.4%) as the fastest

The SEMI Silicon Manufacturers Group (SMG) reported, in its quarterly analysis of the silicon wafer industry, that worldwide silicon wafer shipments increased 7.4% year-on-year to 3,573 million square inches (MSI) from the 3,327 MSI recorded during the same quarter of 2025. Shipments increased 9.1% quarter-over-quarter from the 3,275 MSI recorded during the first quarter of

Since the development of power diodes and thyristors in the 1950s, silicon has been the long-standing dominant material for power electronics across applications ranging from electric vehicles to wind turbines. However, the emergence of wide bandgap semiconductors such as silicon carbide (SiC) and gallium nitride (GaN) has enabled industry to push to higher voltages and

ASC Global’s Q3 2026 Electronics Market report shows artificial intelligence continuing to reshape the semiconductor industry. Manufacturing priorities, procurement strategies, and technology investments remain focused on high-performance computing, enterprise infrastructure, and industrial applications. Lead-time trends AI-driven demand continues influencing lead times. Availability has improved for many mature components, but analog, power management, memory, and high-performance

In the second blog of this two-part series, Omdia explores how rising memory costs are deepening polarisation across the smartphone market, with vendors cutting or freezing memory capacity in low- and mid-range devices while continuing to upgrade premium models. If you missed the first blog, ‘Global smartphones priced below $400 will decline by 22% as

In the first blog of this two-part series, Omdia explores how rising DRAM and NAND prices are reshaping smartphone economics, putting particular pressure on mid-to-low-end devices and accelerating the decline of smartphones priced below $400. The second blog will examine how these cost pressures are deepening memory polarisation across the smartphone market, with vendors cutting