Market News

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.

Read more: Global Semiconductor Sales Jump 25.6% in 2025

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.

Read more: North American EMS Bookings Jump 29% Month Over Month as December Book-to-Bill Hits 1.24

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.

Read more: North American PCB Bookings Lead Shipments as December Book-to-Bill Reaches 1.18

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.

Read more: TTM Technologies Grows Quarterly Revenue 19% YoY

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

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