Table Of Contents Prologue 1 Review of the Electronic Components Industry in 2025 1.1 Major Annual Supply Chain Events and Their Impacts 1.2 Review of Lead Times and Developments of Key Brands 1...
In November, the global trend of simultaneous growth in memory volume and price intensified, and the shortage of AI orders persisted, driving the continuous growth of the global semiconductor marke...
In October, China-U.S. tariff policies eased, the global AI industry maintained strong prosperity, and the semiconductor market achieved robust growth. Notably, Skyworks and Qorvo announced their m...
In the short term, the overdraft from rush shipments of orders amid trade barriers has gradually been absorbed. The impact of semiconductor-related measures on China is decreasing, with negative ef...
In September, the impact of policies on the supply chain persisted, and the semiconductor market continued to maintain a high boom amid strong demand for AI. Among these developments, Huawei disclo...
In August, China and the United States reached an agreement to continue suspending tariffs for another 90 days, and the global semiconductor market maintained a high level of growth prosperity. AI ...
Since July, the demand from the global semiconductor downstream industries has recovered rapidly, with strong demand related to AI, and the global semiconductor industry chain has maintained a high...
In Q2 2025, the global semiconductor market maintained a strong growth momentum, with repeated tariff changes having a significant impact on the supply chain. In terms of core products, the volume ...
In June, with the alleviation of tariffs, some segments of the global semiconductor industry chain saw significant marginal improvements. AI-related demand has become one of the fastest-growing mar...
In May, China and the U.S. reached a temporary tariff reduction agreement, temporarily easing tariff tensions and bringing clear benefits to supply chains. Industrially, AI-related orders have beco...