Market Analysis

Yole Group has published its new report, Data Centre Semiconductor Trends 2025, offering an in-depth analysis of how AI, HPC, and hyperscaler demand are driving a new semiconductor paradigm. The semiconductor backbone of global Cloud and AI infrastructure is undergoing a profound shift. Yole Group’s Data Centre Semiconductor Trends 2025 reveals a market at an

According to FBDi e.V., sales in electronic component distribution fell by just under 8% in the second quarter of 2025, marking a 16.3% decline compared to the same quarter last year. Order intake also dropped by nearly 9% compared to Q1. The outlook remains uncertain. “Europe’s resilience is increasingly being put to the test. Geopolitical

This article originally appeared in the May/June issue of Procurement Pro. By Adam Fletcher, Chairman of the Electronics Components Supply Network (ecsn) Many of the unconventional ‘promises’ made by Donald Trump prior to his election are now rapidly becoming realities. Radical trade tariffs imposed by the new US Administration have unilaterally ridden roughshod over established

The World Semiconductor Trade Statistics (WSTS) organisation has released Q2 statistical data and confirmed the WSTS Spring forecast for the global semiconductor market through 2026. The global semiconductor market reached €346 billion in the first half of 2025, marking an 18.9% increase year-over-year. Growth was driven primarily by strong gains in Logic (up 37%) and

According to DMASS Europe e.V., the European electronic components distribution market has yet to show clear signs of recovery. Persistent global uncertainty continues to weigh heavily on investment decisions – frequently postponed, or in some cases even cancelled. Unpredictable political shifts, compounded by tariffs and macroeconomic headwinds, further cool global market activity. Although Europe could

The SEMI Silicon Manufacturers Group (SMG) reported, in its quarterly analysis of the silicon wafer industry, that worldwide silicon wafer shipments increased 9.6% year-on-year to 3,327 million square inches (MSI) from the 3,035 MSI recorded during the same quarter of 2024. Sequentially, shipments grew 14.9% quarter-over-quarter from the 2,896 MSI recorded during the first quarter

Yole Group announces the release of its first edition of the Status of the RF Industry report, providing a panoramic view of the RF semiconductor market – a foundational sector now facing strategic inflection points across applications, technologies, and global value chains. The report delivers a detailed analysis of RFFE devices, RFICs, and the market

SEMI announced that global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to set a new industry record of $125.5 billion in 2025, a 7.4% year-on-year increase, according to its Mid-Year Total Semiconductor Equipment Forecast – OEM Perspective. Semiconductor manufacturing equipment growth is expected to continue in 2026, with sales

Yole Group announces the publication of its latest technology and market report: Power Electronics for Data Centres 2025. This new edition provides a comprehensive analysis of the evolving power architectures enabling the global expansion of data centres and highlights why power availability has become the most critical constraint in the AI-driven era. This report also