Top 50 EMS firms grew 12.7% in 2024, reached $477B in assembly revenue
Overall, the APAC region accounted for around 74.7% of the Top 50 EMS revenue, and the Americas achieved 20.4% revenue growth, an increase of 2.4%, while the EMEA region constituted 2.5%, and an increase of 0.3%, mainly due to extensive activity in acquisitions.
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ST's response to the global race for AI
In recent years, the electronics industry has been marked by tension caused by economic, defence, and technological turmoil. Many countries and companies view artificial intelligence as both a major opportunity and a potential game changer in the ongoing race. The challenges surrounding AI were a key focus at the recent Evertiq Expo in Sophia Antipolis — a topic that drew strong interest, as reflected in the high attendance at the presentation by Edwin Hilkens of STMicroelectronics.
US tariffs spurs surge in stockpiling, memory contract prices set to rise
TrendForce’s latest investigations reveal that the implementation of the US “reciprocal tariffs” on April 9th — followed by a 90-day grace period for most regions — has prompted buyers and suppliers to adjust their strategies in response to policy uncertainty.
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Pasi Pylväs: “The Chips Act isn’t the complete solution”
At this year’s Evertiq Expo Tampere, Pasi Pylväs – director of the Finnish Chips Competence Center – gave a presentation covering the current state of European chip manufacturing, what The EU Chips Act gets right, and what still needs to be done in order to secure the industry’s future.
AI, embargoes, and the end of the chip cycle
The well-known four-year ebb and flow of the semiconductor industry is over. Political decisions and ambitions challenge the economic logic of supply and demand. Subsidies, embargoes and the AI revolution are now dictating the investment decisions while China plays the long game.
ESD industry posts $4.9B in revenue in Q4 2024
The Electronic System Design (ESD) industry revenue increased 11% to USD 4,927.3 million in the fourth quarter of 2024 from the USD 4,440.9 million reported in the fourth quarter of 2023, the ESD Alliance, a SEMI Technology Community, reports.
Semiconductor sales surge – but what's driving the momentum?
According to the latest data from the Semiconductor Industry Association (SIA), global semiconductor sales reached USD 54.9 billion in February 2025 – up 17.1% from the same month last year. This marks the 10th consecutive month of double-digit year-over-year growth, with the Americas leading the way with a 48.4% YoY increase.
Railway battery market to reach $514 million by 2030
There is a huge demand for railway batteries in Asia-Pacific in the forecast period, driven by China, India and Japan, which are the rail industry hubs in the region.
Global semiconductor equipment billings surged to $117B in 2024
Worldwide sales of semiconductor manufacturing equipment increased 10% to USD 117.1 billion in 2024 from USD 106.3 billion in 2023, SEMI reports reported today.
Semiconductor industry grows 21% in 2024; Nvidia takes lead
The global semiconductor industry saw substantial growth in 2024, with worldwide revenue rising 21% year-over-year to reach USD 655.9 billion, according to final figures from Gartner. For the first time, Nvidia claimed the top spot in the global rankings, capturing 11.7% market share, followed by Samsung Electronics and Intel.
The creation of an EU electronics raw materials database
In his previous guest article, Dirk Stans, Managing Partner at Eurocircuits, outlined three key actions needed to strengthen Europe’s electronics industry. Now, in this follow-up, he delves deeper into the second priority: the creation of an EU electronics raw materials database.
Global GenAI spending to reach $644 billion in 2025
Generative AI spending is poised for significant growth across all core markets and submarkets in 2025, Gartner said. GenAI will have a transformative impact across all aspects of IT spending markets.
Aerospace battery market to reach $335 million by 2034
North America is expected to remain the largest region in the aerospace battery market. Asia-Pacific, particularly China and India, will likely experience the fastest market recovery.
Global fab equipment investment expected to reach $110B in 2025
Global fab equipment spending for front-end facilities in 2025 is anticipated to increase by 2% YoY to USD 110 billion, marking the sixth consecutive year of growth since 2020, SEMI reports.
Retain public funds within the EU economy
In his previous guest article, Dirk Stans, Managing Partner at Eurocircuits, outlined three key actions needed to strengthen Europe’s electronics industry. Now, in this follow-up, he delves deeper into the first priority: ensuring that public funds remain within the EU economy
Compound semiconductor materials market to cross $91B by 2035
EVs are emerging as a critical application area in the compound semiconductor industry, as many EV makers are resorting to MOSFETs or SiC Schottky barrier diodes (SBD) in DC-DC converters.
Global OSAT market to touch $94 billion by 2031
Increasing circuit complexity spurs OSAT market growth, as integrating various functionalities into a single device demands specialized assembly and test capabilities.
Intelligent battery sensor market to reach $18.6 billion by 2032
The intelligent battery sensor market is witnessing significant growth, driven by the rising adoption of EVs, demand for battery management systems, and integration of smart automotive technologies.
Battery technology market to reach $137 billion by 2031
Asia Pacific is the largest market for battery tech with a share of 50%, followed by Europe and North America. In terms of products, lead-acid battery is the largest segment with a share of 55%.
The electronics market in Europe – what needs to happen?
The EU Chips Act was introduced in several phases to the wider public from 2021 onwards and, following approval by the European Parliament and the Council, the regulation came into force on 21 September 2023.
Fabs on hold, jobs on the line – welcome to 2025
The first quarter of 2025 has been marked by turbulence in the electronics and semiconductor industry, with waves of layoffs, stalled investments, and shifting trade policies reshaping the landscape. The year began with cautious optimism, but that optimism has quickly faded.
Top 10 IC design houses See 49% YoY growth in 2024
TrendForce reports that the combined revenue of the world’s top 10 IC design houses reached approximately USD 249.8 billion in 2024, marking a 49% YoY growth. The surge is largely attributed to the booming AI industry, with Nvidia dominating the market.
EY and Eurelectric expect EV battery capacity to surge by 2030
EY and Eurelectric have announced they expect EV batteries to offer a capacity of up to 114TWh by 2030.
Smartphone production grew 9.2% in Q4 2024
Global smartphone production in Q4 2024 reached 334.5 million units, marking a 9.2% increase compared to the previous quarter, driven by Apple's peak production season and consumer subsidies from local Chinese governments, according to TrendForce. While Apple expanded production with the launch of new models, Samsung faced production declines due to intensified competition in emerging markets.
Global Semiconductor sales increase 17.9% YoY in January
Global semiconductor sales hit USD 56.5 billion during the month of January 2025, an increase of 17.9% compared to the January 2024 total of USD 47.9 billion but 1.7% less than the December 2024 total of USD 57.5 billion, reports the Semiconductor Industry Association (SIA).
Foundry market hits $38.5B as top 10 dominate with 96% share
The global foundry industry reached a new revenue record of USD 38.48 billion in Q4 2024, driven by strong demand for advanced process nodes in AI servers, flagship smartphone application processors, and new PC platforms, reports TrendForce. The top 10 foundries achieved nearly 10% QoQ revenue growth, despite weakening demand for mature process technologies.
GaN semiconductor devices market to reach $19.5B by 2031
The expansion of 5G networks globally is significantly contributing to the demand for Gallium Nitride (GaN) semiconductor devices in RF and power electronics applications.
Weak demand pushes 4Q24 NAND revenue down 6.2%
TrendForce’s reports that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts, leading to significant supply chain adjustments.
SiC power semiconductors market to reach $11.7B by 2035
Silicon carbide (SiC) power semiconductors have gained significant traction in high-power applications due to their superior thermal conductivity, higher breakdown voltage and energy efficiency.
Supply chain reset – from excess to equilibrium
The global electronic component supply chain is expected to transition from excess inventory to a more balanced demand environment in 2025, according to a recent report from independent distributor Fusion Worldwide.
Server DRAM and HBM continue to drive growth
TrendForce’s latest research reveals that global DRAM industry revenue surpassed USD 28 billion in 4Q24, marking a 9.9% QoQ increase. This growth was primarily driven by rising contract prices for server DDR5 and concentrated shipments of HBM, leading to continued revenue expansion for the top three DRAM suppliers.
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