MILPITAS, CA – Global semiconductor equipment sales rose 10% in 2024 to $117.1 billion, setting a new high, according to SEMI’s latest report. Growth was led by wafer processing and back-end equipment, with the latter rebounding sharply due to rising demand for AI and high-bandwidth memory production.

China drove much of the momentum, with investments climbing 35% to $49.6 billion, making it the top regional market. Korea followed at $20.5 billion, up 3%, while Taiwan dropped 16% to $16.6 billion. North America saw a 14% increase to $13.7 billion, reflecting renewed domestic manufacturing efforts. Europe and Japan saw declines, down 25% and 1%, respectively.

SEMI president and CEO Ajit Manocha said the record-setting year was fueled by “regional investment trends, advancements in logic and memory, and AI-driven demand.”

FRAMINGHAM, MA – Global PC shipments reached 63.2 million units in the first quarter, a 4.9% increase year-over-year, according to IDC. Growth was fueled by strong commercial demand and efforts to accelerate shipments ahead of potential US tariff impacts, the research firm added.

“The ecosystem pulled forward deliveries to avoid early tariff exposure,” said IDC’s Jean Philippe Bouchard. He noted the April 2 tariff announcement could drive up costs and slow IT spending through the rest of the year.

Key drivers — like the Windows 10 refresh cycle and demand for AI-ready devices — remain in place. However, IDC warned that inflationary pressure from tariffs, however, plus coupled with broader economic uncertainty, could dampen demand in upcoming quarters.

IDC's Ryan Reith added that vendors are now reassessing manufacturing and logistics strategies. “Price increases on hardware are likely to be passed directly to consumers,” he said, pointing to ongoing volatility in trade policy and limited visibility in the supply chain.

Top 5 PC Vendors, Q1 2025 (YoY Growth):

• Lenovo: 15.2M units (+10.8%)
• HP: 12.8M (+6.1%)
• Dell: 9.6M (+3.0%)
• Apple: 5.5M (+14.1%)
• ASUS: 4.0M (+11.1%)

Combined, these five vendors accounted for nearly 75% of the market. Lenovo led with 24.1% share, followed by HP at 20.2%.

WASHINGTON - Worldwide semiconductor sales reached a record $54.9 billion in February, a 17.1% increase from $46.9 billion a year ago, according to the Semiconductor Industry Association. Sales slipped 2.9% from January’s $56.5 billion, the trade group added.

“Despite a slight decline in month-to-month sales, the global semiconductor industry hit its highest-ever monthly sales total for the month of February, driving strong year-to-year growth,” said John Neuffer, president and CEO, SIA. “Year-to-year sales increased by more than 17% for the 10th consecutive month, driven by a year-to-year sales increase of nearly 50% in the Americas.”

The Americas led growth with a 48.4% year-on-year increase, while other regions including Asia Pacific, China, and Japan also saw gains. Europe recorded an 8.1% decline. The monthly decrease in February sales affected all major markets, with the Americas falling the most at 4.6%.

ATLANTA-- Sales sentiment for electronic components remained stable in March, with the Electronic Component Sales Trend (ECST) index declining 0.7 points sequentially to 112.5, the Electronic Components Industry Association said today.

The forecast for April indicates a slight dip to 111.3, according to the latest ECIA survey.

Despite the minor decrease, industry sentiment remains positive. "The sustained sales momentum is encouraging as 2025 progresses," said ECIA chief analyst Dale Ford. Expectations for component categories in April range closely between 108.4 and 112.9, reinforcing optimism for continued demand.

The ECST survey, conducted monthly and quarterly, tracks short-term industry expectations across the electronics component supply chain. It covers sales trends, product lead times, cancellations, and decommits across major component categories, semiconductor subcategories, and key end markets.