Market News

SAN JOSE, CA – Sanmina reported yearly revenue of $8.1 billion, a 7.4% increase over the prior year. Cash flow from operations for the year totaled $621 million, with free cash flow of $478 million.

Read more: Q4 Sanmina Revenue Up 7.4%

MILPITAS, CA – Worldwide silicon wafer shipments rose 3.1% year-on-year in the third quarter to 3,313 million square inches (MSI), according to the SEMI Silicon Manufacturers Group. The increase reflects strengthening demand for 300mm wafers used in advanced logic, cloud infrastructure and memory applications driven by AI adoption.

Read more: Q3 Global Silicon Wafer Shipments Up 3% YoY, SEMI Reports

WASHINGTON, DC  – Worldwide semiconductor sales reached $208.4 billion in the third quarter, rising 15.8% from the previous quarter, according to the Semiconductor Industry Association (SIA). September sales alone totaled $69.5 billion, marking a 25.1% year-over-year increase and a 7.0% month-over-month gain.

Read more: Global Semiconductor Sales Climb 15.8% in Q3

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.

Read more: North American EMS Market Stabilizes as September Book-to-Bill Reaches 1.31

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.

Read more: North American PCB Shipments Surge 32% in September as Year-to-Date Growth Tops 10%

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.

Read more: Global Silicon Wafer Shipments to Rise 5.4% YoY

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