Both global design and sourcing activities outperformed the seasonal average for April, highlighting resilient market conditions despite typical seasonal softness.
April Design Activities:
- Global design activities increased +1.7% month-over-month in April, significantly outperforming the historical seasonal average decline of −5.7%.
- The APAC region recorded the strongest month-over-month growth in design activities.
April Sourcing Activities:
- Global sourcing activities decreased −5.5% month-over-month in April, but the decline remained less severe than the historical seasonal average decrease of −8.7%.
- The EMEA region observed the strongest year-over-year improvements in sourcing activities.
Market Trends:
- April design and sourcing activities continued to be driven by growing demand across AI infrastructure, memory and high-performance compute, as well as automotive electrification and power applications.
- These trends are expected to remain key growth drivers through the remainder of 2026.
Q2 2026 Outlook:
- Q2 2026 projections remain unchanged from March expectations.
- Global design activities are forecasted to achieve modest growth of +3% quarter-over-quarter, while global sourcing activities are expected to range from flat to a −4% quarter-over-quarter decline.