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Avnet Q3 sales surge
Market Analysis

Avnet Q3 sales surge

Avnet has posted Q3 sales of $7.1 billion, an increase of 34% year-on-year and 13% sequentially. Commented Avnet Chief Executive Officer Phil Gallagher (pictured): “Sales and earnings exceeded our expectations, with double-digit sales growth both sequentially and year over year. Our team is executing well, driving improved operating margins and leverage, supported by continued disciplined

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$48Bn market for photonic integrated circuit-based transceivers
Market Analysis

$48Bn market for photonic integrated circuit-based transceivers

Modern AI and high-performance computing workloads require tremendous amounts of information to be transmitted at enormous speeds between chips, servers, and racks. Traditionally, this has been done with copper wiring over longer distances, but the current generation of architectures has been pushing the physical limits of what copper can achieve, and the industry has been

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Industry-wide memory constraints grow
Industry Insights Market Analysis

Industry-wide memory constraints grow

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

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Chip design revenue hits $5.5Bn
Market Analysis

Chip design revenue hits $5.5Bn

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

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Market Analysis

Quantum tech shaking up the PIC market

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

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Drastic RAMifications: weathering the memory shortage
Featured Industry Insights Market Analysis

Drastic RAMifications: weathering the memory shortage

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.

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The global race for semiconductor manufacturing dominance
Market Analysis

The global race for semiconductor manufacturing dominance

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

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What 2026 market signals mean for engineers
Industry Insights Market Analysis

What 2026 market signals mean for engineers

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

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In conversation with DigiKey at embedded world 2026
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In conversation with DigiKey at embedded world 2026

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

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Late 2025 advance augurs well for 2026 market growth
Industry Insights Market Analysis

Late 2025 advance augurs well for 2026 market growth

“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

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