Market Analysis

Procurement Pro Market Analysis
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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Data centres drive a $1.5Tn semiconductor market by 2031
Market Analysis

Data centres drive a $1.5Tn semiconductor market by 2031

  • by
  • 12 September 2026
  • 2 minutes read

Every leap in AI now rests on a physical bill: the chips, memory, interconnects, and power packed inside the data centre. Against this backdrop, Yole Group releases its latest report, Data Centre Semiconductor Trends 2026, offering a comprehensive analysis of the semiconductor market, ecosystem, supply chain, and technologies shaping the data centre semiconductor landscape. An

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Photonics at the speed of AI
Market Analysis

Photonics at the speed of AI

  • by
  • 9 September 2026
  • 2 minutes read

Yole Group has released Photonics at the Speed of AI, part of the AI White Papers Collection. The paper argues that optical transceivers, once a supporting piece of data centre infrastructure, have become a system-level requirement for scaling artificial intelligence, and it anchors Yole Group’s broader 2026 photonics collection of market & technology intelligence analyses.

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An unwelcome return to components shortages
Industry Insights Market Analysis

An unwelcome return to components shortages

Even given the turbulent macro-economic and geopolitical environment, the shortages of some key semiconductors and capacitors that members of both the UK’s Electronics Components Supply Network (ecsn) and the International Distributors of Electronics Association (IDEA) are currently experiencing really should not be happening. There was – and still is – sufficient manufacturing capacity across the

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NVIDIA's quarter was bigger than TSMC’s entire year
Industry Insights Market Analysis

NVIDIA’s quarter was bigger than TSMC’s entire year

NVIDIA generated more revenue in a single quarter than the company that manufactures its chips generated in the whole of last year, a comparison that, deVere Group CEO Nigel Green says, puts the scale of the result into sharp focus. NVIDIA reported quarterly revenue of $96.2 billion, up 106% year on year, with data centre

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Power GaN’s next growth chapter
Market Analysis

Power GaN’s next growth chapter

Power GaN has spent the past several years proving itself in consumer fast chargers. According to the new report, that phase is ending: GaN is now entering a broader, multi-market adoption cycle where AI data centres, electric vehicles, industrial systems, and renewable energy all become meaningful demand drivers. For chipmakers, foundries, and investors, understanding where

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Avnet Silica examines semiconductor outlook
Market Analysis

Avnet Silica examines semiconductor outlook

Avnet Silica, an Avnet company, released the latest edition of its quarterly Trendliner market report. Providing an overview of global and European semiconductor market conditions, the latest report includes updated regional and application forecasts, alongside critical lead-time, supplier, and product-lifecycle updates. With semiconductor demand strengthening but supply conditions remaining uneven, the Trendliner provides engineers and

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The memory market right now
Market Analysis

The memory market right now

Memory no longer feels predictable. What was widely available only a few quarters ago is now increasingly governed by allocation, long lead times, and limited flexibility across several established memory technologies. In this Q&A with Avnet Silica’s Jozsef Miho, Supplier Business Manager and Memory Technology Specialist, we discuss why memory availability has changed so quickly,

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EVs are going high-voltage and rewriting the chip market
Market Analysis

EVs are going high-voltage and rewriting the chip market

The buzz around electric vehicles may have quieted, but the market for the power semiconductors that drive them is only getting started. Against this backdrop, Yole Group releases its latest report, Automotive Powertrain and Electrification 2026 – Focus on Power Electronics, offering a comprehensive analysis of the market, technologies, and supply chain shaping the xEV

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Market Analysis

Interconnect market shows resilience

The UK’s interconnect technology sector saw sales fall 13% year-on-year in the first half of 2026, but a sharp recovery in order intake is fuelling optimism for the second half, according to the latest half-year report from the Interconnect Technology Suppliers Association (ITSA). Members reported a book-to-bill ratio of 1.30 to 1.0, with overall orders

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