Market Analysis

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

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

The Electronic System Design (ESD) industry saw a 14.4% increase in revenue, reaching $4,521.6 million in the first quarter of 2024, up from $3,951.1 million in the same period in 2023. This data was released by the ESD Alliance, part of the SEMI Technology Community, in its latest Electronic Design Market Data (EDMD) report. The