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Artificial intelligence is consuming a growing share of the world’s memory supply, leaving electronics manufacturers across industries facing longer lead times, rising prices, and increasing uncertainty, according to a new report released from the Global Electronics Association. The report, The Memory Squeeze: How AI-Driven Capacity Reallocation Is Reshaping Memory Supply for Electronics Manufacturers, highlights a
Electronic System Design (ESD) industry revenue increased 10.3% to $5,466.3 million in the fourth quarter of 2025 from the $4,955.2 million registered in the fourth quarter of 2024, the ESD Alliance, a SEMI Technology Community, announced in its latest Electronic Design Market Data (EDMD) report. The four-quarter moving average rose 10.1%, based on a comparison
Photonic integrated circuits (PICs) are optical systems fabricated on semiconductor wafers, allowing complex optical processes to be performed on a chip-scale device. PICs have enabled a range of applications, notably as optical transceivers for high-speed communication within AI data centres, where they are widely used as the backbone of communication across servers to train the
In recent days, the headlines of most technology titles have been dominated by the perfect storm that has led to a global shortage of Random Access Memory (RAM). As the short-term, temporary memory that handles data for processing and applications, RAM – and specifically Dynamic Random Access Memory (DRAM) – is a foundational business technology.
Yole Group announces the release of the Status of the Semiconductor Foundry Industry 2026 report. Yole Group’s annual report on the semiconductor foundry industry provides a comprehensive and updated view of the global manufacturing landscape shaping the semiconductor ecosystem. The foundry report examines the structural transformation currently underway in semiconductor manufacturing. Over the past few
Since early 2026, some parts of the semiconductor market are recovering, while other device categories continue to experience constraint. Avnet Silica’s Q1 2026 Trendliner report reflects this uneven picture, highlighting sustained demand in selected automotive and AI-linked segments, alongside extended lead times in parts of the memory market. This divergence means supply conditions vary depending
At embedded world 2026, DigiKey set out a clear message: the electronics market is not just recovering – it is accelerating. In conversation with Mike Slater, Vice President of Global Business Development, the company outlined strong performance in 2025 and growing confidence for the year ahead, underpinned by rising demand, increased engineering activity, and strategic
“Good news!” exclaims Marie-Pierre Ducharme, Mouser’s Vice President, EMEA Marketing, resisting the temptation to punch the air. “It’s been a growth year, after two years of decline. “We expected Europe would bounce back later that the Americas and Asia/Pacific, and that’s what happened. We would have been happy with single digit growth, but it rebounded
Few countries have embedded themselves into the global semiconductor supply chain as quietly yet as effectively as Malaysia. For more than half a century, the country has been an understated pillar of the global semiconductor supply chain. Long known for its strengths in computer chip assembly, packaging, and testing, the country has quietly enabled the
Industrial buyers entered 2026 with very different semiconductor cost structures compared to two years earlier, primarily due to significant increases in US tariffs on Chinese components and broader changes in global sourcing strategies. From late 2024 through 2025, the US administration raised the Section 301 tariff on Chinese semiconductors from 25 to 50%. PCB assemblies,