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AI hardware shortages are set to define markets in 2026 as pricing power shifts and volatility rises, warns the CEO of deVere Group. The warning comes as the AI boom is rapidly evolving from a growth story into a supply-shock story, and it is shaping up to be one of the defining investment themes of
The World Semiconductor Trade Statistics (WSTS) organisation has released its Autumn 2025 forecast, raised the 2025 growth outlook, and confirmed strong continued momentum for the global semiconductor market through 2026. 2025: strong growth driven by logic and memory; other segments show gradual recovery Following a stronger-than-expected third quarter, the global semiconductor market is now projected
At the meeting of 18th November, the overall view from ITSA was that 2025 has been a particularly challenging year with the first six months proving especially difficult. There has been quite a variation of performance depending on markets, with some members enjoying an overall double-digit growth whereas others saw a very flat performance and,
At the end of each year, the Electronic Components Supply Network (ecsn) canvases its manufacturer authorised distributor (afdec) and electronic components manufacturing member companies for their opinion on how their businesses, and the electronic components supply industry in general, will fare in the coming year. Released on 27th November 2025, the latest forecast does encompass
Yole Group announces the release of two new complementary analyses: IGBT 2025, a market & technology trends report, and Si IGBT Comparison 2025, providing the industry’s most comprehensive analysis of silicon IGBT devices, markets, designs, and competitive landscapes. Together, Yole Group’s reports deliver insights into the future of IGBTs at a time when SiC and
NVIDIA reported a substantial rise in demand for its AI compute platforms as it released its financial results for the third quarter, posting record revenue of $57 billion. The figure represents a 22% increase on the previous quarter and a 62% increase on the same period last year. “Blackwell sales are off the charts, and
Yole Group announces the release of two complementary reports: Overview of the Semiconductor Devices Industry – H2 2025, providing a global assessment of the semiconductor devices market, and China Semiconductor Industry 2025, offering an in-depth analysis of China’s emerging semiconductor supply chain from equipment to devices, including foundries and OSATs. Together, these two new publications
ams OSRAM reported that its strategic focus delivered a positive third quarter, with €43 million free cash flow and 9% comparable growth in its core semiconductor business. The company stated that third-quarter revenues reached €853 million, with an adjusted EBITDA margin of 19.5%, which included a positive one-off item and sat at the midpoint of
Yole Group announces the release of its Automotive Radar 2025 report alongside a new reverse engineering and costing report, Automotive Radar Chipset Comparison 2025. Together, these two reports from Yole Group provide a comprehensive view of the automotive radar industry, from system-level dynamics and market shifts to chip-level innovation and cost structures. The Automotive Radar
A new research report from IPRoyal has revealed that reciprocal tariffs during the 2025 US-China trade war triggered price rises. This included a 1.8% rise on average, with some categories reaching 2.04% (compared to a 0.39% baseline), weeks before any tariffed goods could reach store shelves. The research conducted a comprehensive analysis of 1,900 consumer