Market News

SAN JOSE, CA – Sanmina reported stronger-than-expected fourth-quarter results for calendar-year 2025, driven by sharp year-over-year revenue growth, though its outlook for the first quarter of 2026 came in below market expectations.

Read more: Sanmina Posts 59% Year-Over-Year Q4 Sales Growth

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.

Read more: AI Server Shipments Seen Rising Over 28% in 2026

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.

Read more: Nano Dimension Q4 Revenue Beats Guidance by Up to 6%

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

Read more: SEMI Issues Statement On U.S. Presidential Proclamations On Tariffs For Advanced Semiconductors...

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.

Read more: PC Shipments Rose 9% in 2025 as Memory Constraints Cloud 2026 Outlook

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.

Read more: Global Semiconductor Sales Rise 29.8% Year Over Year in November

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