Market Analysis

Market Analysis

Electronic components markets: a challenging start to 2026

The US Government started the new year in a most unexpected way by bullishly declaring geopolitical and economic ambitions that challenged many of the conventional norms of the post WW2 era. Of more consequence to electronic components markets is its overt use of blunt financial coercion measures (trade tariffs) against other countries in an attempt

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Industry Insights Market Analysis

Price growth is slowing, but the memory crunch isn’t over

The memory market is entering a new phase as AI moves from basic automation into advanced reasoning with large-scale deployment. Hyperscalers and data centre operators are pushing to lock down as much memory inventory as production capacity will allow. This is ultimately shifting supplier attention toward AI workloads and away from more traditional end markets

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Featured Industry Insights Market Analysis

European market shows steady gains, but fragile foundation

The European electronic components market returned to solid growth in Q1, reaching €4.63 billion (+16.9%), with broad but uneven momentum across the region. Core industrial economies such as Germany (+18.5%), Italy (+18.8%), the Nordics (+19.8%), Austria (+22.4%), and Benelux (+21.0%) delivered strong double-digit gains, while Ireland (+4.6%) and parts of Southern Europe expanded more cautiously. The

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Market Analysis

Arrow Q1 sales climb 39%

Arrow Electronics year-on-year revenues have rocketed 39% to $9.47 billion in Q1. Electronic component sales showed a similar dash advancing 39% to $6.64 billion. Enterprise computing sales kept pace growing sales 39% to $2.83 billion. “The first quarter marked a strong start to 2026 as total revenue, profit margins, and EPS grew significantly year over

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Market Analysis

Market strong in April, cooling down as summer approaches

Overall sales sentiment sustained strong results in April following a leap in confidence in March. Overall sales sentiment only declined by 2.6 points to 146.6 in April. Sales sentiment softens rapidly looking toward May with the overall sentiment score collapsing by 16.1 points to 130.5. However, even with this strong decline in the forecast, the

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Market Analysis

Penn pours cold water on AI-driven chip boom

Forecasting the global semiconductor market? “It’s impossible,” laughs Malcolm Penn. To make the point, the veteran industry forecaster produced a wide range of scenarios for the chip market in 2026. His bullish scenarios range from an 80.3% rise to $1.4 trillion, a 95.3% rise to $1.55 trillion, and eye-popping 101% increase to $1.6 trillion. Says

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Industry Insights Market Analysis

ITC launches Trade Map 3.0

The International Trade Centre (ITC) launched a revamped version of Trade Map – its tool featuring global trade data and market trends – now offering businesses and policymakers easier access to actionable market intelligence at a time of major shifts in the trade landscape. Trade Map 3.0 – updated with automatic data alert features and

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Market Analysis

Ultra-low-power FPGA market set to reach $3.8Bn

Ultra-low-power Field Programmable Gate Arrays (FPGAs) are semiconductor devices engineered to deliver programmable logic capabilities while maintaining minimal energy consumption. Unlike traditional FPGAs, these solutions are specifically optimised for energy-sensitive environments, making them highly suitable for battery-operated systems and Edge computing applications. The increasing focus on energy efficiency, sustainability, and compact device design has positioned

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Market Analysis

Avnet Q3 sales surge

Avnet has posted Q3 sales of $7.1 billion, an increase of 34% year-on-year and 13% sequentially. Commented Avnet Chief Executive Officer Phil Gallagher (pictured): “Sales and earnings exceeded our expectations, with double-digit sales growth both sequentially and year over year. Our team is executing well, driving improved operating margins and leverage, supported by continued disciplined

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Market Analysis

$48Bn market for photonic integrated circuit-based transceivers

Modern AI and high-performance computing workloads require tremendous amounts of information to be transmitted at enormous speeds between chips, servers, and racks. Traditionally, this has been done with copper wiring over longer distances, but the current generation of architectures has been pushing the physical limits of what copper can achieve, and the industry has been

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