Global design and sourcing activities decreased month-over-month in February due to the annual Lunar New Year holidays in the APAC region. Compared to prior year, global design activities decreased -8% and sourcing activities remained flat.
February Design Activities:
- Global electronic components design activities decreased −1% month-over-month and −7% year-over-year.
- The month-over-month decrease in design activities was driven by reduced activity in the APAC region.
February Sourcing Activities:
- Global electronic components sourcing activities decreased −8% month-over-month and remained flat year-over-year, performing in line with expected seasonal softness.
- Similar to design trends, the decline in sourcing activity was driven by reduced engagement in the APAC region during the holiday period.
Key Growth Drivers:
- Global design and sourcing activity remained concentrated in AI infrastructure, memory, and power electronics, with automotive applications continuing to show stable demand.
Q1 2026 Outlook:
- For the quarter, global design and sourcing activities are expected to rebound following seasonal declines. Design activity is projected to increase between +3% to +6% quarter-over-quarter, while sourcing activity is expected to grow between +5% to +10%.