Market Intelligence, Insights & News
With a localised team of experts who are on the ground, we bring you the latest news, trends, and insights into the world of electronic components.
The global memory market is entering an AI-driven supercycle unlike anything seen before. Surging demand from AI infrastructure, combined with deliberate supply constraints and legacy technology phase outs, is reshaping pricing, availability, and procurement strategies over the next 24 months.
Global semiconductor revenue surged to $793 billion in 2025, a 21% year-over-year increase, driven by the rapid growth of AI-focused chips, which now make up about one-third of the market. AI hardware has shifted from a growth segment to the core engine of the industry, reshaping supply chains and manufacturing priorities worldwide
Trump administration in talks to buy a stake in Intel, signaling a major shift in U.S. semiconductor policy and domestic chip manufacturing strategy.
Q3 DRAM prices are rising. Discover how DDR4 shortages, DDR5 adoption, and HBM demand impact Samsung, Micron, and SK hynix components like H5AN8G6NDJR-XNCR. Get insights—download the free ebook now.
The US and China have agreed to a 90-day pause on escalating tariffs, creating a strategic opportunity for electronic manufacturers to optimize costs and reassess supply chain strategies amidst ongoing trade tensions and semiconductor concerns.
DeepSeek, a Chinese AI startup, has disrupted the industry with cost-effective models rivaling US counterparts. Its innovations challenge NVIDIA's dominance and suggest a shift towards more efficient AI solutions, influencing future hardware development. What should electronic components suppliers and manufacturers look out for in this dynamic market?