Global design and sourcing activities trended better than expected in September.
September Design Activities:
- Global electronic components design activities increased +5% month-over-month and +21% year-over-year, outperforming historical trends that typically remain flat to −1% month-over-month during this period.
- All regions recorded month-over-month increases, with year-over-year growth continuing across EMEA, APAC, and the Americas.
September Sourcing Activities:
- Global electronic components sourcing activities decreased −2% month-over-month and −1% year-over-year, performing better than the historical average −5% decline typically observed from August to September.
- Despite the modest month-over-month dip, sourcing activity showed relative resilience across regions compared to seasonal expectations.
Calendar Q3 2025 Results:
- For the quarter, global design and sourcing activities trended in line with expectations. Design activity declined −4% quarter-over-quarter (vs. −5% forecast), while sourcing activity declined −9% (vs. −10% forecast).
- Compared to the same period last year, design activity increased +15%, while sourcing activity remained flat.
Key Verticals:
- Global design and sourcing activity continued to be concentrated in aerospace, defense, industrial machinery and factory automation, robotics, consumer electronics, and communication equipment.