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Since mid-2025, a pricing shockwave has been rolling through the entire semiconductor industry. Texas Instruments and NXP led the charge, quickly followed by Analog Devices, Infineon, STMicroelectronics, ON Semiconductor — and even Intel and AMD on the CPU side. For…
October 2025 — First Blackwell Wafer Produced on American Soil Nvidia and TSMC celebrated in Phoenix, Arizona, the production of the first Blackwell wafer manufactured on U.S. territory. Jensen Huang personally signed the wafer, a symbol of the industrial reshoring…
After two years of turbulence — marked first by the great post-pandemic shortage of 2021-2022, then by a severe inventory correction cycle in 2023-2024 — the global electronic components industry enters 2025 in a particular state of mind: cautious, but…
The final quarter of 2024 will go down in the annals of the electronics industry as a period of profound transformation. Between the rise of artificial intelligence as the market’s defining force, the spectacular rebound of semiconductors, Intel’s symbolic fall…
The third quarter of 2024 will be remembered as a turning point for the semiconductor and electronic components industry. Between record-breaking sales, major restructurings and persistent geopolitical tensions, here are the events that shaped the sector between July and September…
The second quarter of 2024 will be remembered as a pivotal period for the global electronics industry. From historic industrial announcements to record-breaking financial results and escalating geopolitical tensions, the three months from April to June 2024 outlined the shape…
After two years of unprecedented supply chain disruption, the electronic components industry is breathing again. Average global lead times have fallen below 14 weeks — a threshold last seen before the Covid crisis sent the entire industry into a prolonged…