Market Analysis

Market Analysis

Harwin unveils North American connector research at EDS

Harwin has unveiled a new report into the US connector market at this year’s EDS Leadership Summit in Las Vegas. Entitled ‘Connecting with North America’, the report summarises key findings from the company’s exclusive 2025 survey of connector specifiers from across the United States. The new survey looked into some of the most important applications

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Market Analysis

Penn downgrades global chip forecast

The current global chip market recovery is delicate and flimsy and built on narrow foundations and mass AI hysteria, says Malcolm Penn, Future Horizons Founder. He has tempered his initial 15% growth forecast for the 2025 chip market issued in January down to 8%, plus or minus 3%. Following a slippage of 2.8% in Q1,

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Market Analysis

Infineon performs well in Q2, but tariffs remain uncertain

Infineon Technologies has reported its results for the second quarter of the 2025 fiscal year (period ended 31st March 2025). “Infineon has performed well in the second quarter. Even at a more unfavourable exchange rate of $1.125 to the euro, we would be right on track and in line with our previous expectations for the

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Market Analysis

Slow pace for European components distribution continues

Corrections in the European components markets continued through the first quarter of 2025. The distribution industry, which had previously experienced strong performance, faced disproportionate declines. According to DMASS Europe e.V., the European components distribution market contracted by 14.3%, with consolidated sales falling to €3.92 billion. IP&E (Interconnect, Passive and Electromechanical) components once again showed relative

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Market Analysis

Tariffs crush sales sentiment in April 2025

The announcement of comprehensive, punishing tariffs by the US on every country around the world and the crippling triple-digit tariff trade war between the US and China has resulted in a devastating drop in sales sentiment as measured in the April ECST Survey. Electronics component manufacturers and distributors are now dedicated to preventing this daunting,

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Market Analysis

Semiconductor materials market posts $67.5Bn revenue

Global semiconductor materials market revenue increased 3.8% to $67.5 billion in 2024, SEMI, the global industry association representing the electronics design and manufacturing supply chain, reported in its Materials Market Data Subscription (MMDS). The recovery of the overall semiconductor market as well as the increasing demand for advanced materials for high-performance compute and high-bandwidth memory

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Industry Insights Market Analysis

Microchips: EU off the pace in a global race

It is very unlikely that the EU will meet its target of a 20% share of the global market for microchips by 2030, according to a new report by the European Court of Auditors. While the 2022 EU Chips Act has brought new momentum to the European microchip sector, the investments driven by it are

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Market Analysis

UK connector market strong, but tariffs soon to impact

ITSA members report sales 11% up over Q4 2024 and up 7% on the same quarter in 2024. The order intake in Q1 of 2025 was the second highest since Q2 of 2022. There were some significant variations in market performance: Mass transport up 71% (linked to key rolling stock & infrastructure projects) Data processing

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Industry Insights Market Analysis

FORTEC Group enhances production strategy for the US market

FORTEC Group enables European companies with US customers to optimise their production chains. By combining local manufacturing in the United States with the strategic pre-assembly of electronic components in Egypt, the company, together with its subsidiaries, provides a cost-effective pathway for the electronics industry to supply the US market. Thanks to this coordinated production chain,

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Industry Insights Market Analysis

NVIDIA could face $5.5Bn export control costs

The ongoing trade dispute between the US and China escalated further this week, as NVIDIA confirmed it would face a substantial $5.5bn (£4.2bn) financial impact following tighter US export controls on advanced semiconductors. The chipmaker, which has played a pivotal role in the recent artificial intelligence (AI) surge, disclosed that its H20 AI processor –

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