Market News

WASHINGTON — The 90-day moving average global semiconductor sales hit $170.9 billion in the fourth quarter, 17.1% more the year ago period and 3% higher than the third quarter, the Semiconductor Industry Association (SIA) announced today.

Read more: SIA: Semi Sales Up Huge in Q4

AUSTIN, TX -- Co-packaged optics (CPO) demand in the past two years, driven by the deployment of AI training and inferencing models, appears to be making the market a reality by 2026 or 2027 at the latest. 

Read more: TechSearch International Analyzes AI and CPO Trends

ATLANTA – With a score that broke solidly above the 100-point threshold in January for the overall component average, the year got off to an encouraging start, according to ECIA’s Electronic Component Sales Trend survey.

Read more: Electronic Component Sales Sentiment Sees Encouraging Start to 2025

BANNOCKBURN, IL – Demand in the electronics industry recovered to 100 in December, marking the threshold between contraction and expansion after four consecutive months below this level, according to IPC’s January Sentiment of the Global Electronics Manufacturing Supply Chain Report.

Read more: Electronics Industry Demand Reaches Neutral Ground

BANNOCKBURN, IL – North American EMS shipments in December were down 7.8% compared to the same month last year, IPC announced. The book-to-bill ratio stands at 1.26.

Read more: North American EMS Industry Down 8% Percent in December

BANNOCKBURN, IL – North American PCB bookings in December rose 59.9% compared to December 2023, IPC reported in findings from its North American Printed Circuit Board (PCB) Statistical Program. The book-to-bill ratio stands at 1.19.

Read more: North American PCB Sales Up 60% in December

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