Market Analysis

According to DMASS Europe e.V., the European electronic components distribution market has yet to show clear signs of recovery. Persistent global uncertainty continues to weigh heavily on investment decisions – frequently postponed, or in some cases even cancelled. Unpredictable political shifts, compounded by tariffs and macroeconomic headwinds, further cool global market activity. Although Europe could

The SEMI Silicon Manufacturers Group (SMG) reported, in its quarterly analysis of the silicon wafer industry, that worldwide silicon wafer shipments increased 9.6% year-on-year to 3,327 million square inches (MSI) from the 3,035 MSI recorded during the same quarter of 2024. Sequentially, shipments grew 14.9% quarter-over-quarter from the 2,896 MSI recorded during the first quarter

Yole Group announces the release of its first edition of the Status of the RF Industry report, providing a panoramic view of the RF semiconductor market – a foundational sector now facing strategic inflection points across applications, technologies, and global value chains. The report delivers a detailed analysis of RFFE devices, RFICs, and the market

SEMI announced that global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to set a new industry record of $125.5 billion in 2025, a 7.4% year-on-year increase, according to its Mid-Year Total Semiconductor Equipment Forecast – OEM Perspective. Semiconductor manufacturing equipment growth is expected to continue in 2026, with sales

Yole Group announces the publication of its latest technology and market report: Power Electronics for Data Centres 2025. This new edition provides a comprehensive analysis of the evolving power architectures enabling the global expansion of data centres and highlights why power availability has become the most critical constraint in the AI-driven era. This report also

Electronic System Design (ESD) industry revenue increased 12.8% to $5,098.3 million in the first quarter of 2025 from the $4,521.6 million registered in the first quarter of 2024, the ESD Alliance, a SEMI Technology Community, announced in its latest Electronic Design Market Data (EDMD) report. The four-quarter moving average rose 12.6%, based on a comparison

Taiwan Semiconductor Manufacturing Company (TSMC) posted strong second-quarter results, reporting year-on-year growth of over 60% in net income and earnings per share, as demand for AI and high-performance computing (HPC) continued to drive uptake of its advanced process nodes. The company recorded consolidated revenue of NT$933.79 billion for the quarter ended 30th June 2025, up

TSMC’s recent announcement that it would be exiting out of the GaN wafer foundry business by mid-2027 due to price pressure from Chinese rivals reflects how China’s dominance in raw materials is, in many ways, not just putting the pressure on, but causing foundries to rethink their presence in the GaN market. Currently, China controls