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 Q3 2026.
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Q3 / 2026 Insights
The global semiconductor market remains in growth mode, and current forecasts indicate an expansion through 2029.
Asia continues to lead the cycle, supported by ongoing investment and rapid technology adoption across a wide range of industries. AI remains the biggest driver of the demand, while large-scale investments in data centres continue to drive demand for memory, power, and thermal management solutions.
Thomas Foj talks you through some of the insights uncovered in our latest Trendliner release.
However, the benefits are not being felt equally across the market. The focus on high-bandwidth memory is tightening supply in other memory categories and increasing cost pressure across PCs, smartphones, servers, and many other electronic devices across industries.
At the same time, AI at the edge is creating new opportunities beyond data centres. Demand is growing for analogue devices, sensors, microcontrollers, and power management products, particularly in industrial and embedded applications.
Geopolitics is playing a growing role in shaping supply chain strategies. Tariffs, export controls, and localisation initiatives are becoming long-term business considerations. While supply chain diversification improves resilience, it also adds complexity and cost.
In Europe, manufacturing activity continued to improve in the last quarter, delivering the strongest quarter since twenty twenty-two. Output growth and business confidence remain positive.
Also, export demand remains constrained, and economic growth expectations have softened.
As always, our latest Trendliner provides all this insight and a clear overview of current pricing, lead times, and key market trends to help you navigate this evolving environment.
Five Semiconductor Market Insights for Q3 2026
In Q2, the semiconductor market moved further into an upcycle. As we enter the second half of 2026, the outlook has strengthened again, but the market remains far from straightforward. Demand is growing across several important applications, while changing manufacturing priorities, longer lead times, and renewed pressure on component availability are creating a more uneven recovery. For customers, understanding where conditions are improving and where constraints are emerging remains essential. The Trendliner report provides a data-driven snapshot of market direction, highlighting growth areas 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.
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