Global electronic components activity began the year on solid footing, with design and sourcing trends improving month-over-month.
January Design Activities:
- Global electronic components design activities increased +5% month-over-month and +3% year-over-year, largely in line with typical seasonal trends following December softness.
- Growth was observed across the Americas and APAC regions, while EMEA experienced a slight month-over-month decline in design activity.
January Sourcing Activities:
- Global electronic components sourcing activities increased +17% month-over-month and +18% year-over-year, outperforming typical seasonal patterns.
- All regions recorded month-over-month growth, with the strongest increases occurring in EMEA and the Americas.
Key Activity Drivers:
- Ongoing investments in AI accelerators, data center infrastructure, networking equipment, and edge computing remained the primary catalysts driving higher global design and sourcing activity levels.
Q1 2026 Outlook:
- For the first quarter of 2026, global design activities are projected to increase +6% quarter-over-quarter, while global sourcing activities are expected to grow between +5% and +10% quarter-over-quarter, reflecting continued momentum entering the new year.