Market Analysis

Market Analysis

AMD plans to lead the $1Tn compute market

AMD used its Financial Analyst Day to set out how it intends to shape its performance over the next several years, outlining a strategy built around AI acceleration, data centre expansion, and a wider push across client, gaming, and embedded segments. It also emphasised how its technology roadmap underpins its plans for sustained growth. Dr

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Industry Insights Market Analysis

Infineon raises AI power revenue target for 2026

Infineon Technologies closed its 2025 fiscal year with results that followed its earlier guidance, as it prepares for what it expects to be a modest upturn in 2026 and a marked rise in demand linked to AI power systems. The company reported Q4 FY 2025 revenue of €3.943 billion with a Segment Result of €717

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Market Analysis

Sales sentiment strong in October, slows in November

The results of the October Industry Pulse survey reveal that overall sales sentiment was sustained at a strong level in October with an overall index average of 122.2, an increase of four points from September. However, the overall sentiment looking forward to November collapses by 18.7 points, down to 103.5, according to survey results. “While

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Market Analysis

piezoMEMS: a market poised to outpace MEMS

Beyond RF MEMS, piezoMEMS is emerging as one of the most dynamic segments in the MEMS industry. This technology is particularly impactful in consumer electronics, where it powers microspeakers, microphones, MEMS autofocus, and several new sensors and actuators currently in development. While the market slowed in the past two years due to global economic headwinds,

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Market Analysis

European sales of semiconductors up 7.2%

The European Semiconductor Industry Association (ESIA) announced that European sales of semiconductors grew steadily in the third quarter of 2025 compared to the second quarter. Sales reached $ 14.07 billion in Q3 2025, which translates into a 7.2% increase versus Q2 of 2025 and a 6% increase on a year-on-year basis (versus Q3 2024). This

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Market Analysis

Market showing the first signs of renewed momentum

The latest market figures indicate a modest but notable return to growth across the European electronic components sector. While this development provides a welcome signal of recovery, it must be viewed against the backdrop of persistent geopolitical tensions and the continent’s continued reliance on external sources for key technologies and materials. This dependency exposes Europe

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Market Analysis

Greater China MEMS industry on the rise

The MEMS industry in Greater China continues to show solid growth, supported by a diverse range of applications and a maturing ecosystem, announces Yole Group’s analysts. According to Yole Group’s latest report, Greater China MEMS Industry 2025, MEMS revenues from Greater China reached $1.7 billion in 2024, representing 8.4% year-on-year growth and accounting for 10%

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Market Analysis

Power GaN market set for rapid sixfold expansion

Yole Group announces the release of its new edition of the Power GaN report, Power GaN 2025. This provides an in-depth analysis of the global power GaN market trajectory, covering market values and volumes, supply chain dynamics, and technology innovations from 2020 to 2030. The report’s objective is to deliver a comprehensive understanding of GaN’s

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Market Analysis

Passive RFID market 2025: growth dynamics explained

The RFID industry is expected to maintain its upward trajectory, with IDTechEx forecasting the passive RFID market to reach a total value of $8.4 billion in 2025, representing growth of approximately 10% compared to 2024. This market value reflects passive RFID tags across all major form factors including labels, cards, fobs, and secure documents, and

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Market Analysis

Global firms face $1.2Tn cost surge amid US tariffs

Global companies are expected to incur at least $1.2 trillion (£895bn; €1tn) in additional expenses during 2025, largely due to renewed US tariffs and the end of key trade exemptions, according to a new whitepaper from S&P Global Market Intelligence. The analysis, based on forecasts from 15,000 sell-side analysts covering 9,000 listed firms, found that

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