Market News

ATLANTA -- Product sales sentiment among component manufacturers improved between August and September, suggesting the market might be on verge of recovery.

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WALTHAM, MA – Nano Dimension has released its financial results for the second quarter, a period marked by acquisitions, restructuring and leadership changes. The company reported revenue of $25.8 million, a 72% year-over-year increase, largely reflecting the consolidation of Markforged following its April acquisition. The business contributed $16.1 million in revenue and $3.4 million in gross profit.

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WASHINGTON, DC – The latest ECIA Industry Pulse survey shows a decline in August sales sentiment, with the overall index falling from 121.6 in July to 113.2 – well below the July forecast of 127.5. Despite this miss, optimism remains strong as participants project a rebound in September, with sentiment expected to rise to 130.2. Passive and electro-mechanical components led August’s results with index scores of 116.1 and 115.0, while semiconductors trailed at 108.3.

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WASHINGTON, DC – Global smartphone production reached 300 million units in the second quarter, marking a 4% quarter-over-quarter and 4.8% year-over-year increase, according to TrendForce. The rebound was fueled by seasonal demand and stronger output from brands such as Oppo and Transsion, which benefited from completing inventory adjustments.

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WASHINGTON, DC – The Semiconductor Industry Association (SIA) reported that global semiconductor sales reached $62.1 billion in July, a 20.6% increase year-over-year and a 3.6% rise month-over-month. The results, compiled by the World Semiconductor Trade Statistics (WSTS), reflect a three-month moving average.

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BANNOCKBURN, IL – North American EMS shipments in July fell 4.1% on a 90-day moving average versus a year ago. Shipments declined 5.1% sequentially, according to the Global Electronics Association.

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