BANNOCKBURN, IL – The Global Electronics Association reported that North America’s EMS industry continued to stabilize in September 2025, setting the stage for steady growth heading into the final quarter of the year.
BANNOCKBURN, IL – The Global Electronics Association reported strong September results for the North American PCB industry, highlighting double-digit year-to-date gains in both shipments and bookings.
MILPITAS, CA – Global silicon wafer shipments are projected to rebound 5.4%, rising from 12,165 million square inches (MSI) in 2024 to 12,824 MSI, according to the latest forecast from SEMI. The association anticipates consistent growth through 2028, when shipments are expected to reach a record 15,485 MSI, propelled by surging demand across artificial intelligence (AI) and high-performance computing markets.
NEEDHAM, MA – Global smartphone shipments climbed 2.6% year-over-year to 322.7 million units in the third quarter, according to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker. The growth marks another step in the market’s steady recovery, driven by innovative device launches, flexible financing and consumers upgrading faster than expected.
NEEDHAM, MA – Global PC shipments accelerated in the third quarter, rising 9.4% compared to the same period a year earlier, according to preliminary data from International Data Corporation. The total of 75.8 million units reflects a steady refresh of aging hardware as Windows 11 adoption continues to shape replacement cycles.
PHOENIX – Global investment in 300mm fab equipment is set to total $374 billion from 2026 to 2028, according to SEMI’s latest 300mm Fab Outlook. The ramp is fueled by AI chip demand for data centers and edge devices, along with policy-backed regionalization and supply-chain restructuring aimed at greater self-sufficiency. SEMI expects this year to be the first year 300mm spending tops $100 billion, rising 7% to $107 billion, with further gains to $116 billion in 2026, $120 billion in 2027, and a jump to $138 billion in 2028.