Market Analysis

Procurement Pro Market Analysis
Back-end equipment: rewiring the supply chain
Market Analysis

Back-end equipment: rewiring the supply chain

The semiconductor back-end equipment market enters 2026 in a stronger position, though growth is uneven across tool categories. As advanced packaging, HBM, and AI infrastructure capacity come online, customers are prioritising utilisation and yield improvement before launching another major investment cycle. Against this backdrop, Yole Group releases its latest report, Status of the Back-End Equipment

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Market Analysis

Component costs deepens smartphone memory polarisation

In the second blog of this two-part series, Omdia explores how rising memory costs are deepening polarisation across the smartphone market, with vendors cutting or freezing memory capacity in low- and mid-range devices while continuing to upgrade premium models. If you missed the first blog, ‘Global smartphones priced below $400 will decline by 22% as

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Market Analysis

Smartphones below $400 to decline 22% as memory costs soar

In the first blog of this two-part series, Omdia explores how rising DRAM and NAND prices are reshaping smartphone economics, putting particular pressure on mid-to-low-end devices and accelerating the decline of smartphones priced below $400. The second blog will examine how these cost pressures are deepening memory polarisation across the smartphone market, with vendors cutting

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Power electronics at a turning point
Market Analysis

Power electronics at a turning point

The global power electronics industry is entering a new phase. After years of rapid expansion fuelled by electrification and renewable energy, companies are now navigating a more complex environment shaped by overcapacity, pricing pressure, geopolitical tensions, and intensifying competition. Against this backdrop, Yole Group releases its latest report, Status of the Power Electronics Industry 2026,

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Key trends to watch in advanced semiconductor packaging
Industry Insights Market Analysis

Key trends to watch in advanced semiconductor packaging

Advanced semiconductor packaging has become a central technology platform for high performance computing. For AI and HPC processors, performance depends not only on transistor density, but also on memory bandwidth, I/O density, power delivery, thermal management, and the ability to integrate more functional dies within a single package. This is driving the continued adoption of

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AI redefines the optical transceiver market
Industry Insights Market Analysis

AI redefines the optical transceiver market

Yole Group announces the release of its latest photonics report, Optical Transceivers for Datacom & Telecom 2026, providing a comprehensive analysis of one of the fastest-growing segments of digital infrastructure. The rise of artificial intelligence is fundamentally changing the role of optical connectivity. What was once considered a supporting technology has become a critical enabler

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Industry Insights Market Analysis

AI-driven memory accelerates demand for equipment

China’s semiconductor equipment ecosystem is entering a pivotal phase. Driven by rising demand for AI computing, increasing memory requirements, and ongoing investments in domestic manufacturing capabilities, the market is moving from ambitious expansion plans to tangible equipment procurement. A major inflection point emerged in 2026 as China’s leading memory manufacturers accelerated their expansion strategies. CXMT’s

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What's driving the RF defence market toward $3Bn?
Industry Insights Market Analysis

What’s driving the RF defence market toward $3Bn?

Yole Group announces the release of RF for Defense 2026, its first report dedicated entirely to radio-frequency technologies and devices used in defence applications. As defence spending increases worldwide and geopolitical tensions continue to reshape procurement priorities, RF technologies are becoming increasingly strategic across radar, EW, drones, and C-UAS. Yole Group’s latest report provides a

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Waldom shares key IP&E market insights
Industry Insights Market Analysis

Waldom shares key IP&E market insights

Our team recently got back from the EDS Executive Conference in Las Vegas. After dozens of conversations with distributors and suppliers, one message stood out. Parts of the market have settled down. But IP&E (interconnect, passive, and electromechanical components) is tightening up again. This isn’t a blip. It looks like the old pressures coming back.

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Market Analysis

Metrology & inspection accelerate semiconductor innovation

As semiconductor devices become increasingly complex, metrology and inspection are evolving from manufacturing support functions into strategic enablers of semiconductor innovation. Driven by AI, advanced packaging, HBM, and next-generation architectures, process-control requirements are rising faster than ever across the industry. According to Yole Group’s analysis, the metrology & inspection equipment market reached more than $18

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