Market Analysis

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

Yole Group announces the release of its annual Status of the Advanced IC Substrates Industry report, a comprehensive market and technology analysis covering organic IC substrates, Glass Core substrates, substrate-like PCBs, and Embedded Die technologies. After a challenging 2023, the IC substrate ecosystem is showing promising signs of recovery. According to Yole Group’s latest projections,

Yole Group releases its latest report, Status of the Power Electronics Industry, capturing a rapidly evolving industry at a crossroads. Nevertheless, the global power electronics device market is projected to grow robustly. The market research and strategy consulting company expect revenue to grow from $26.2 billion in 2024 to $43.3 billion in 2030, although 2024

ECIA announces a new member benefit: access to in-depth analysis performed by the AlphaSense Generative AI tool to answer key questions regarding important industry-specific topics. These reports contain timely research on issues that inform intelligent electronic component and distribution industry executive decisions. Key topics currently available in the Members-only ECIA platform include: AlphaSense AI Executive

SEMI reported findings from its latest 300mm Fab Outlook report. The report shows global front-end semiconductor suppliers are accelerating expansion efforts to support the surging demand for Generative AI applications. According to the 300mm Fab Outlook report, the global semiconductor manufacturing industry is expected to maintain strong momentum, with capacity projected to grow at a

Yole Group unveils its latest Status of the Semiconductor Foundry Industry report, offering a comprehensive view into a sector undergoing profound transformation. At the crossroads of technology, geopolitics, and global market dynamics, this ecosystem is being reshaped by new capacity investments, regional power shifts, and long-term national strategies. Yole Group’s 2025 analysis highlights how the