Avnet Silica's 'Trendliner' explores the latest semiconductor lead times, pricing trends and insights on:
- Discrete
- Analog & Logic
- Supplier Specifics
- Product Life News
- Supply Chain
Whilst providing a clear overview of key market trends to help you navigate this evolving environment. Download the Trendliner today and get the latest insights for Q2 2026.
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Q2 / 2026 Insights
The global semiconductor market is moving further into an up cycle. Demand momentum is expected to continue well, particularly as investments in data centres remain the driver and are fueling many areas of the industry.
Memory markets are clearly benefiting today. The prioritisation of advanced HBM technologies is tightening supply for DDR4 and DDR5. This maintains price inflation and makes ASP growth a key contributor to overall market expansion. At the same time, edge AI is accelerating demand in industrial MCU and analog portfolios.
Thomas Foj talks you through some of the insights uncovered in our latest Trendliner release.
This demand is now being challenged by geopolitical tensions. The escalation of the Iran conflict is creating fragility in the supply chain. Helium shortages, for instance, are driving allocation measures at leading Asian foundries. In parallel, disruption in industrial gases, energy supply, and logistics are increasing costs and adding complexities across the ecosystem.
In Europe, the picture is mixed. While lead times are extending and component prices are rising, customer activities have increased. But this looks more like business continuity buying, rather than a true demand-led recovery.
Segment-wise, the automotive market is regaining momentum while industrial demand is becoming more visible in sub-segments such as factory automation and energy management.
All these insights, along with further analysis, are captured as always in our latest Trendliner, which provides a clear overview about current pricing, lead times, and key market trends to help you navigate these dynamic times.
Five Semiconductor Market Insights for Q2 2026
In Q1, the semiconductor market showed signs of a selective recovery, and by Q2, that recovery has moved further into an upcycle, but today’s market signals are more complex than headline growth suggests. The report provides a data-driven snapshot of market direction, highlighting areas of growth and key trends in technology and supply chain management. Join Thomas Foj as he summarises the five key findings for design engineers and buyers seeking clarity on the outlook for the months ahead.
A new look for the Trendliner
Our fresh, new format for Trendliner is designed to give you a clear, concise snapshot of the rapidly shifting semiconductor landscape. This issue brings you the latest on pricing, lead times, and provides a comprehensive market overview.
See what's new below:
Executive Summary and Global Semiconductor Outlook
Our executive summary takes a look back at the current year to date, looking at specific markets and growth figures before moving onto the global semiconductor outlook by region (EMEA, Japan, Asia and Americas). See year to date growth figures by region and see predicted growth figures for the next three years as well as 3 year CAGR. We also list key global outlooks for the coming year.
Economic Summary and Market Growth in EMEA
We take a closer look at the current economic state in Europe, focusing on the Eurozone Manufacturing PMI and how it affects production, new orders, employment and purchasing habits. Specific countries and their demand are also mentioned. We then turn our attention to specific vertical performance within EMEA, looking at 3 year CAGR rates.
Top Application Growth in EMEA
We look at key applications within verticals in EMEA and compare market sizes from 2024 to 2027 (predicted) based on industry data. Key verticals include Automotive, Industrial, Data Processing and Communications. See price and lead time overviews for Discrete, Analog and Logic, Power and see supplier specific trends.
Emerging Markets & Technologies
At the Pulse of the Market
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