By Jonathan Cassell Bifurcation was the word of the year for the semiconductor industry in 2024, as demand soared for…
Author: Jonathan Cassell
Smartphone Market’s Generative AI Boom Spurs New Memory Challenge for Buyers
By Jonathan Cassell While the semiconductor supply chain has been focused on the shortage of critical memory types used for…
PC Market Rebound Falls Short in 2024
By Jonathan Cassell Global PC shipment growth is failing to meet expectations in 2024, with disappointing uptake of AI-enabled PCs…
Automotive Market Slowdown Contributes to Declining Lead Times for Key Components
By Jonathan Cassell The slowdown in the growth of electric vehicle (EV) sales has spurred a number of major automakers…
Smartphone sales recovery spurs rising wireless component demand
Conditions in the wireless semiconductor business are undergoing a rapid shift in 2024.
Consumer electronics market recovers in 2024
By Jonathan Cassell The global consumer electronics industry is awakening from its two-year slumber in 2024 as end-market sales return…