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Michael Speyerer talks you through some of the insights uncovered in our latest Trendliner release... The global semiconductor market is moving into a broader recovery phase. Demand is picking up across multiple end markets, and artificial intelligence remains a major driver of growth. What is changing now is where that growth is happening. AI inference is increasingly moving from the cloud to the edge, driving additional content in areas such as power management, sensors and microcontrollers, not just high‑end compute. We are also seeing strong momentum in applications such as ADAS, AI‑enabled PCs, and edge devices. At the same time, the industry is preparing for the next wave of advanced manufacturing, with new process technologies focused on higher performance and significantly improved power efficiency. From a macro perspective, easing interest rate expectations and stable global growth are helping improve overall market sentiment. In Europe, manufacturing activity softened toward the end of the year, mainly due to weaker new and export orders. Business confidence has improved, suggesting a cautious reset rather than the beginning of another downturn. As always, our latest Trendliner provides a clear overview of current pricing, lead times and key market trends to help you navigate this evolving environment. Download your copy here: https://my.avnet.com/silica/resources...