Market Analysis

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

TrendForce’s latest investigations find that the global foundry industry recorded Q125 revenue of $36.4 billion – a 5.4% QoQ decline. The downturn was softened by last-minute rush orders from clients ahead of the US reciprocal tariff exemption deadline, as well as continued momentum from China’s 2024 consumer subsidy programme. These factors help offset the typical

Yole Group unveils its latest Status of the MEMS Industry 2025 report, offering a deep analysis of the strategic moves, challenges, and growth trajectories of the leading MEMS companies. Following a difficult 2023 marked by excessive inventories, 2024 marked a year of stabilisation and recovery, with total MEMS revenue climbing to $15.4 billion, up 5%

SEMI reported in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report that global semiconductor equipment billings increased 21% year-over-year to $32.05 billion in the first quarter of 2025. In line with typical seasonality, first-quarter 2025 billings registered a 5% quarter-over-quarter contraction. “The global semiconductor equipment market began 2025 with a solid quarter that reflects future-looking

In a relief for the electronic components industry, the May 2025 Electronic Component Sales Trend (ECST) results did not continue the collapse in sales sentiment that had been projected in the April survey. The overall product index had been projected to drop to 83.7 in May as supply chain participants grappled with the crushing tariffs

The World Semiconductor Trade Statistics (WSTS) organisation has released its updated Spring 2025 forecast, confirming growth for 2025 and highlighting continued robust growth for the global semiconductor market through 2026. 2025: a year of sustained expansion Following a strong rebound in 2024, the global semiconductor market is projected to expand by 11.2% in 2025, reaching