Market Analysis

Market Analysis

Asia and Farnell sparkle in Avnet’s Q2

Avnet beat expectations in Q2 reporting year on year revenues up 11.6% to $6.32 billion. “We delivered year-over-year sales growth across all of our electronic components regions and Farnell, and both total company revenue and earnings per share were above our expectations,” commented Phil Gallagher, Avnet Chief Executive Officer. “Sequentially, our adjusted operating income grew

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Market Analysis

Tariff complexity is destabilising supply chains, warns ECIA

ECIA’s President and CEO, David Loftus, and the ECIA councils are sounding the alarm about a growing challenge in distribution channels across all industries. The damage being done by uncertainty and complexity arising from tariffs has created a difficulty that is certain to impact multiple industries in 2026, including electronic components. “Distribution networks across American

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Industry Insights Market Analysis

Procurement on the frontline of business resilience

RS, a high-service global product and service solutions provider for industrial customers, has released its 2026 Indirect Procurement Report ‘Uncertainty Driving Efficiency’. The report was produced in association with The Chartered Institute of Procurement & Supply (CIPS). It explores the current state of play for those responsible for procurement of supplies supporting maintenance, repair and

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Market Analysis

TSMC deliver record profit amid ongoing AI boom

TSMC announced a consolidated revenue of NT$1,046.09 billion for the fourth quarter of 2025. Year-on-year, its fourth-quarter revenue increased by 20.5%. Compared with the third quarter of 2025, revenue increased 5.7%. In US dollars, fourth-quarter revenue reached $33.73 billion, representing a 25.5% year-on-year increase and a 1.9% sequential increase. This marks the eighth consecutive quarter

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Industry Insights Market Analysis

Engineers are embracing AI, reports Avnet

Artificial intelligence’s (AI) integration in designed products and solutions is here, and engineers are embracing the technology while identifying the challenges it may present. This is according to Avnet’s fifth annual Avnet Insights survey, which has been keeping a pulse on how engineers are responding to the market – and looking ahead – since 2021.

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Market Analysis

ECIA reports restored sales confidence in the industry

With an overall index score of 134.0, the December sales sentiment results trounced expectations by nearly 33 points. The most positive aspect of the December survey is the increase in overall sentiment by over four points, up to 138.3. “The latest results from ECIA’s Industry Pulse survey delivered highly encouraging results as we move into

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Market Analysis

29.8% increase for global semiconductor sales

The Semiconductor Industry Association (SIA) announced global semiconductor industry sales totalled $75.3 billion during the month of November 2025, an increase of 29.8% compared to the November 2024 total of $58.0 billion and 3.5% more than the October 2025 total of $72.7 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organisation

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Market Analysis

Has the recovery in the electronic markets stalled?

A couple of years ago, Adam Fletcher, Chairman of both the UK’s Electronics Components Supply Network (ecsn) and the International Distributors of Electronics Association (IDEA) sat on a panel alongside a number of leading global electronic components market analysts. The consensus opinion of the panel was that meaningful growth would return to our industry in

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Market Analysis

Semiconductor market reaches $200Bn in single quarter

New research from Omdia shows that the semiconductor market delivered a record-breaking performance in 3Q25 with industry revenue reaching $216.3 billion, up 14.5% quarter-over-quarter (QoQ). This marks the first time the global semiconductor market has exceeded $200 billion in a single quarter, following an already strong 2Q25, which saw 8% QoQ growth. At this pace,

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Market Analysis

Power SiC faces overcapacity downturn

The power SiC market continues its transformation. Following an unprecedented investment wave between 2019 and 2024, the industry is now entering a correction cycle. Yole Group’s latest report, Power SiC 2025 – Front-End Manufacturing Equipment, delivers an in-depth analysis of this shift, covering market metrics, technology trends, and competitive dynamics shaping SiC equipment across boule

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