Market Analysis

Market Analysis

Market yet to show signs of recovery, reports DMASS

According to DMASS Europe e.V., the European electronic components distribution market has yet to show clear signs of recovery. Persistent global uncertainty continues to weigh heavily on investment decisions – frequently postponed, or in some cases even cancelled. Unpredictable political shifts, compounded by tariffs and macroeconomic headwinds, further cool global market activity. Although Europe could

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Market Analysis

Worldwide silicon wafer shipments increase 10% in Q2

The SEMI Silicon Manufacturers Group (SMG) reported, in its quarterly analysis of the silicon wafer industry, that worldwide silicon wafer shipments increased 9.6% year-on-year to 3,327 million square inches (MSI) from the 3,035 MSI recorded during the same quarter of 2024. Sequentially, shipments grew 14.9% quarter-over-quarter from the 2,896 MSI recorded during the first quarter

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Market Analysis

RF industry to be a $70bn market by 2030

Yole Group announces the release of its first edition of the Status of the RF Industry report, providing a panoramic view of the RF semiconductor market – a foundational sector now facing strategic inflection points across applications, technologies, and global value chains. The report delivers a detailed analysis of RFFE devices, RFICs, and the market

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Market Analysis

Global semiconductor equipment sales to hit $125.5bn

SEMI announced that global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to set a new industry record of $125.5 billion in 2025, a 7.4% year-on-year increase, according to its Mid-Year Total Semiconductor Equipment Forecast – OEM Perspective. Semiconductor manufacturing equipment growth is expected to continue in 2026, with sales

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Market Analysis

AI surge pushes data centre PSU market to $14bn

Yole Group announces the publication of its latest technology and market report: Power Electronics for Data Centres 2025. This new edition provides a comprehensive analysis of the evolving power architectures enabling the global expansion of data centres and highlights why power availability has become the most critical constraint in the AI-driven era. This report also

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Industry Insights Market Analysis

Automotive artificial intelligence (AI) market

Automotive is an important area of application for artificial intelligence (Al), involving the use of various technologies such as machine learning, natural language processing computer vision, and context awareness. Self-driving vehicles on trial are equipped with artificial intelligence software and a set of hardware sensors, including LiDAR, video camera, position estimators, and distance sensors. The

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Market Analysis

Electronic System Design industry posts $5.1bn revenue

Electronic System Design (ESD) industry revenue increased 12.8% to $5,098.3 million in the first quarter of 2025 from the $4,521.6 million registered in the first 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 12.6%, based on a comparison

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Market Analysis

TSMC rides AI and HPC demand to strong Q2 growth

Taiwan Semiconductor Manufacturing Company (TSMC) posted strong second-quarter results, reporting year-on-year growth of over 60% in net income and earnings per share, as demand for AI and high-performance computing (HPC) continued to drive uptake of its advanced process nodes. The company recorded consolidated revenue of NT$933.79 billion for the quarter ended 30th June 2025, up

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Market Analysis

Why strengthening the gallium supply chain matters

TSMC’s recent announcement that it would be exiting out of the GaN wafer foundry business by mid-2027 due to price pressure from Chinese rivals reflects how China’s dominance in raw materials is, in many ways, not just putting the pressure on, but causing foundries to rethink their presence in the GaN market. Currently, China controls

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Market Analysis

Advanced IC substrate market to reach $31bn by 2030

Yole Group announces the release of its annual Status of the Advanced IC Substrates Industry report, a comprehensive market and technology analysis covering organic IC substrates, Glass Core substrates, substrate-like PCBs, and Embedded Die technologies. After a challenging 2023, the IC substrate ecosystem is showing promising signs of recovery. According to Yole Group’s latest projections,

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