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Thought Leadership

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
Thought Leadership

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

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