Market Analysis

Procurement Pro Market Analysis
Power electronics at a turning point
Market Analysis

Power electronics at a turning point

The global power electronics industry is entering a new phase. After years of rapid expansion fuelled by electrification and renewable energy, companies are now navigating a more complex environment shaped by overcapacity, pricing pressure, geopolitical tensions, and intensifying competition. Against this backdrop, Yole Group releases its latest report, Status of the Power Electronics Industry 2026,

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Key trends to watch in advanced semiconductor packaging
Industry Insights Market Analysis

Key trends to watch in advanced semiconductor packaging

Advanced semiconductor packaging has become a central technology platform for high performance computing. For AI and HPC processors, performance depends not only on transistor density, but also on memory bandwidth, I/O density, power delivery, thermal management, and the ability to integrate more functional dies within a single package. This is driving the continued adoption of

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AI redefines the optical transceiver market
Industry Insights Market Analysis

AI redefines the optical transceiver market

Yole Group announces the release of its latest photonics report, Optical Transceivers for Datacom & Telecom 2026, providing a comprehensive analysis of one of the fastest-growing segments of digital infrastructure. The rise of artificial intelligence is fundamentally changing the role of optical connectivity. What was once considered a supporting technology has become a critical enabler

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Industry Insights Market Analysis

AI-driven memory accelerates demand for equipment

China’s semiconductor equipment ecosystem is entering a pivotal phase. Driven by rising demand for AI computing, increasing memory requirements, and ongoing investments in domestic manufacturing capabilities, the market is moving from ambitious expansion plans to tangible equipment procurement. A major inflection point emerged in 2026 as China’s leading memory manufacturers accelerated their expansion strategies. CXMT’s

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What's driving the RF defence market toward $3Bn?
Industry Insights Market Analysis

What’s driving the RF defence market toward $3Bn?

Yole Group announces the release of RF for Defense 2026, its first report dedicated entirely to radio-frequency technologies and devices used in defence applications. As defence spending increases worldwide and geopolitical tensions continue to reshape procurement priorities, RF technologies are becoming increasingly strategic across radar, EW, drones, and C-UAS. Yole Group’s latest report provides a

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Waldom shares key IP&E market insights
Industry Insights Market Analysis

Waldom shares key IP&E market insights

Our team recently got back from the EDS Executive Conference in Las Vegas. After dozens of conversations with distributors and suppliers, one message stood out. Parts of the market have settled down. But IP&E (interconnect, passive, and electromechanical components) is tightening up again. This isn’t a blip. It looks like the old pressures coming back.

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Market Analysis

Metrology & inspection accelerate semiconductor innovation

As semiconductor devices become increasingly complex, metrology and inspection are evolving from manufacturing support functions into strategic enablers of semiconductor innovation. Driven by AI, advanced packaging, HBM, and next-generation architectures, process-control requirements are rising faster than ever across the industry. According to Yole Group’s analysis, the metrology & inspection equipment market reached more than $18

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AI to drive semiconductor industry past $2Tn by 2027
Market Analysis

AI to drive semiconductor industry past $2Tn by 2027

Artificial intelligence is accelerating the semiconductor industry into unprecedented growth. Global semiconductor revenues are projected to surpass $2 trillion by 2027, according to TechInsights, the global semiconductor information platform. The industry crossed the $1 trillion revenue threshold only recently, making the projected doubling in market value one of the fastest expansions in semiconductor history. Unlike

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Power SiC device market to be worth $11Bn by 2031
Industry Insights Market Analysis

Power SiC device market worth $11Bn by 2031

Yole Group announces the release of its new annual Power SiC 2026 – Markets and Applications report, providing a comprehensive analysis of the global SiC industry, from materials and wafers to devices, applications, supply chains, and technology developments. Today, artificial intelligence is driving an unprecedented demand for power in data centres. Meeting these requirements will

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Nexperia demonstrates resilience in Q1
Market Analysis

Nexperia demonstrates resilience in Q1

Nexperia announced its financial results for the first quarter of 2026, demonstrating resilient performance in a challenging operating environment. Despite supply chain constraints, including the loss of control over Nexperia’s operations in China and local management’s refusal to comply with Nexperia’s processes, Nexperia nevertheless maintained operational stability and delivered solid financial performance through financial discipline

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