Market News

MILPITAS, CA – Worldwide silicon wafer shipments increased 5.8% year over year in 2025 to 12,973 million square inches (MSI), marking a return to volume growth driven largely by AI-related demand.

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LONDON, UK – The global wearable technology market is expected to nearly double in value by the end of the decade, fueled by growing demand for health monitoring, artificial intelligence integration and expanding device form factors.

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WASHINGTON, DC – Global semiconductor sales reached a record $791.7 billion in 2025, rising 25.6% year over year, according to new data from the Semiconductor Industry Association. The results mark the strongest annual performance in the industry’s history and reflect accelerating demand across computing, automotive and advanced electronics markets.

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WASHINGTON, DC – North American electronics manufacturing services (EMS) bookings surged 28.7% month over month in December and rose 5.1% year over year, outpacing shipment growth and lifting the book-to-bill ratio to 1.24.

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WASHINGTON, DC – North American printed circuit board shipments increased 11.0% year over year in December, while bookings also rose 11.0% compared to the same month last year. Despite the annual growth, shipments declined 12.8% month over month, and bookings fell 17.7% from November levels, reflecting typical year-end seasonality.

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SANTA ANA, CA – TTM Technologies reported higher earnings and revenue for the quarter ended December. The company has now delivered earnings above comparable benchmarks in each of the past four quarters, with the most recent results building on a 9.8% earnings outperformance in the prior quarter.

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