Growth narrows at each step down the electronics supply chain: 71% at chips, 42% at assembly, 22% at boards and 9% at materials in 2Q’26. The materials tier is now starting to catch up.
DRAM revenue rose mostly on price in the third quarter, while bit shipments grew about 4% on the quarter. Semiconductors and the Global Economy Year-on-year growth in world chip sales rose every month from June to September, reaching 146.8% in September (SIA and WSTS, 3 November; Chart 1). The September figure is a three-month average …
The World PCB Report 2026 maps who owns the printed circuit board capacity as well as where boards are made.