Market Analysis

Industry Insights Market Analysis

Why did NVIDIA’s shares dip despite record revenue?

Overnight, tech giant NVIDIA released its earnings report for the second quarter FY26. The results exceeded analyst expectations, despite increased pressure on the company following uncertainty about its Chinese business and growing concerns that the AI bubble is about to burst. For instance, NVIDIA’s revenue came in at $46.74 billion – up 56% from a

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Industry Insights Market Analysis

NVIDIA earnings confirm AI’s dominance

NVIDIA has reported stronger-than-expected earnings and revenues, with sales guidance of $54 billion for the current quarter, reinforcing that artificial intelligence demand is driving an unprecedented expansion of infrastructure. This latest confirmation cements AI as the most powerful force shaping global markets, says global financial advisory giant deVere Group. The results landed as the S&P

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Market Analysis

Rising competition in $132B automotive semiconductor race

Yole Group announces the release of the Automotive Semiconductor Trends 2025 report, offering insights into the competitive dynamics of the fastest-growing segment of the semiconductor industry. While the global automotive market grows at a modest ~2% CAGR between 2024 and 2030, automotive semiconductors are accelerating five times faster, surging from $68 billion to $132 billion.

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Market Analysis

Advanced packaging fuels transformation in back-end equipment

Yole Group announces the release of the first edition of its Status of the Back-End Equipment Industry 2025 report. This new publication offers analysis of a segment undergoing structural change, driven by the rise of advanced packaging, AI acceleration, and heterogeneous integration. As the complexity of chip manufacturing moves beyond front-end scaling, back-end equipment has

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Market Analysis

TME reports solid 2024 financial results

Transfer Multisort Elektronik (TME) closed 2024 with consolidated revenues exceeding PLN 1.2 billion (approx. $293 million). Net profit reached PLN 81.5 million ($19.9 million), driven by strong demand across all major product categories and ongoing expansion into key international markets. Solid growth across product lines TME’s 2024 sales were diversified across its portfolio of more

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Market Analysis

Data centre semiconductor trends of 2025

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

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Market Analysis

German component distribution: “Don’t be afraid to take big steps”

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

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Market Analysis

The new economic order and your organisation

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

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Market Analysis

Global semiconductor market shows continued growth in Q2

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

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Industry Insights Market Analysis

Empowering smart procurement: navigating component performance, budget, and compliance

By Marie-Pierre Ducharme, Vice President, EMEA Marketing & Business Development, Mouser Electronics The electronics industry is a highly dynamic and fast-paced environment where procurement teams face a delicate balancing act: they must ensure components meet stringent performance requirements, adhere to budget constraints, and comply with an ever-growing list of regulatory standards. Each of these priorities

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