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Artificial Intelligence

A photograph of a sleek, futuristic AI chip resting on a metallic surface, illuminated by soft blue light
Industry Spotlight

Semiconductor Demand Rises at Record Pace in Q1, Portending  Booming Growth in 2026 

By Jonathan Cassell The stunning rise in semiconductor demand in Q1 indicates that the global chip industry is on track…

Jonathan CassellApril 10, 2026April 10, 2026
Industry Spotlight

AI Boom Continues to Drive Semiconductor Industry Growth in 2025 – But is a Slowdown Afoot?

The potential demand slowdown may give a glimmer of hope that supplies of key AI-related components will loosen up, resulting in improved availability and pricing.

Jonathan CassellSeptember 15, 2025September 15, 2025
Industry Spotlight

AI Boom Rolls on in 2025

Despite rising concerns about the longevity of the artificial intelligence boom, recent signs indicate that the AI spending spree is likely to continue and remain the dominant factor driving electronics supply chain dynamics in 2025.

Jonathan CassellApril 25, 2025
An AI-enhanced smartphone
Industry Spotlight

Smartphone sales recovery spurs rising wireless component demand

Conditions in the wireless semiconductor business are undergoing a rapid shift in 2024.

Jonathan CassellAugust 7, 2024February 3, 2025

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