Semiconductor equipment sales to reach a $156 billion in 2027
Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of USD 133 billion in 2025, growing 13.7% year-on-year, reports SEMI.
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Seven defence technologies driving electronics demand in 2025
During this year’s Evertiq Expo in Kraków, the topic of defense electronics filled the conference room to capacity. The top list of defense companies I presented turned out to be only a starting point for conversations that continued long after the session had ended. Behind each of these manufacturers stand dozens of electronics suppliers: semiconductor producers, PCB and RF module manufacturers, and specialized EMS companies. So I asked myself a simple question: which defense technologies drove electronics demand most strongly in 2025? Let’s look at them from the industry’s point of view rather than from a catalogue of weapon systems.
The deconstruction of a Semiconductor Cycle
What can be learned from the Q3-25 results of the Semiconductor Industry?
Global semiconductor sales up 4.7% in October
Global semiconductor sales reached USD 72.7 billion in October 2025, up 4.7% from September and 27.2% higher than in October 2024, according to the Semiconductor Industry Association (SIA), based on data from the World Semiconductor Trade Statistics (WSTS).
Global semiconductor market tops $200 billion in Q3 2025
The global semiconductor market reached USD 208 billion in the third quarter of 2025, marking the first time the quarterly market has surpassed USD 200 billion, according to WSTS data cited by Semiconductor Intelligence.
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DigiKey: industry in transition as AI, reshoring and supply stability reshape the market
The global components market is entering a new phase — one that is neither the pandemic-driven scramble for inventory nor the more recent period of oversupply. In a conversation with Evertiq, DigiKey CEO Dave Doherty describes an industry standing at a fragile point of transition, shaped by both uncertainty and accelerating structural change.
Rising memory prices weigh on consumer markets
Global smartphone and notebook production is expected to decline in 2026 as rising memory prices and a weak macroeconomic environment weigh on consumer demand, according to market research firm TrendForce.
Why memory may drive tomorrow’s processor choices
Device manufacturers were able to enjoy two years of low memory prices. However, this year, the tide has completely turned. Memory manufacturers have pulled the ripcord on both NAND flash memory and DRAM, announcing that they will focus on new memory generations in the future.
Memory industry to maintain cautious capex in 2026
TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026.
Global channel SSD shipments fell 14% in 2024
TrendForce’s latest research indicates that the global client SSD market experienced a price low in 2023, followed by gradual stabilisation of supply and demand and a price rebound in 2024.
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