Our aim is to offer guidance on the ever-changing decision-making processes in the electronics sector and become the "go-to" guide for industry professionals looking to source top components.
One only needs to look back a few decades to see when the semiconductor landscape had Japan on top, controlling over 50% of the market. However, since then, a combination of geopolitical pressures, particularly from the United States, alongside increasing competition from rival Asian nations like South Korea and Taiwan has led to a steep
The global semiconductor manufacturing industry showed continued improvement in the second quarter of 2024, with notable growth in integrated circuit (IC) sales, stabilising capital expenditure, and increased wafer fab capacity, according to the Q2 2024 Semiconductor Manufacturing Monitor (SMM) Report released by SEMI in partnership with TechInsights. While a slower recovery in some end markets
The Semiconductor Industry Association (SIA) reported that global semiconductor industry sales reached $149.9 billion in the second quarter of 2024, marking an 18.3% increase from the same period in 2023 and a 6.5% rise over the first quarter of 2024. Sales for June 2024 alone totalled $50.0 billion, reflecting a 1.7% increase compared to May’s
In its Q2 report for 2024, ITSA members have seen orders holding steady, but with a high degree of variation in key markets. Distribution is down 8% but perhaps not surprising given the 10% jump in Q1. Some markets are showing significant growth – Communications +44%, Mass Transport +29%, and Test & Measurement +29%. Value-Added
Recent years’ sales and inventory records are now negatively impacting the financial statements of German component distributors. Following a -28% decline in Q1 2024, FBDi members saw their turnover plummet by 38% year-on-year to just under €890 million in Q2 2024, marking the lowest level since mid-2021. Incoming orders were equally disappointing, with new orders
The rising adoption of generative AI has significantly increased the demand for advanced DDR5 DRAM and HBM technologies in data centres, as well as the need for enterprise SSDs to support AI servers. Additionally, the market has seen the introduction of the first smartphones and PCs equipped with on-device generative AI capabilities. These devices require
The European components market contraction persisted into the second quarter of 2024, significantly impacting the distribution industry. According to DMASS Europe e.V., the European components distribution market experienced a 26.9% decline in Q2 2024 across all components, resulting in consolidated sales of €4.09 billion. While IP&E (Interconnect, Passive, and Electromechanical) components showed signs of stabilisation
Following two months of sliding electronic component sales sentiment measurements that left the overall product index in negative sentiment territory, the component index recovered slightly into positive territory with a 4.5-point rise in July. “While the score of 103.4 is just above the threshold of 100, this recovery up to a positive range is encouraging
Chip stocks worldwide have slumped due to fears surrounding the global computer chip industry. The sell-off followed reports that the Biden administration may further tighten restrictions on exports of semiconductor equipment to China. Comments by former US President Donald Trump, suggesting that Taiwan should fund its own defence, added to these concerns. In the US,
While the semiconductor foundry industry is facing many challenges, it is on track to have a 5.4% CAGR until 2029. The semiconductor foundry industry faces a complex landscape of make-or-buy decisions and international dependencies, announces Yole Group in its new technology and market analysis, Overview of the Semiconductor Foundry Industry 2024. IDMs produce semiconductors both