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Market News

TAIPEI, TAIWAN – Global AI server shipments are forecast to grow more than 28% year over year in 2026, driven by continued investment from North American cloud service providers and a rising share of ASIC-based systems, according to new market research from TrendForce.

WALTHAM, MA – Nano Dimension reported preliminary, unaudited fourth quarter 2025 revenue of $35.0 million to $35.5 million, exceeding its previously issued guidance range of $31.5 million to $33.5 million.

WASHINGTON, DC – Following yesterday's White House announcement regarding Section 232 presidential proclamations affecting semiconductors and critical minerals, SEMI has issued this statement:

LONDON, UK – Global PC shipments rebounded in 2025, but tightening memory and storage supply is expected to weigh on growth this year, according to new data from Omdia.

WASHINGTON – Global semiconductor industry sales reached a record high in November, totaling $75.3 billion, according to new data released by the Semiconductor Industry Association. The result marked a 29.8% increase compared with November 2024 and a 3.5% rise from October, representing the highest monthly sales total ever recorded by the industry.

ATLANTA, GA – The Electronic Components Industry Association reported a sharp improvement in sales confidence across the electronics component industry in December, according to the latest results from its Industry Pulse: Electronic Component Trends and Sentiment survey.