Q1 2026 Quarterly Market Insights - Flipbook - Page 5
Key End-Market Drivers
Automotive and Electric Vehicles
Automotive electronics continue to be one of the
most structurally resilient semiconductor segments.
Electric vehicles and advanced driver assistance
systems are significantly increasing semiconductor
content per vehicle.
Power semiconductors such as Silicon Carbide (SiC)
and Gallium Nitride (GaN) are seeing rapid adoption
due to their efficiency advantages in EV powertrains
and fast-charging infrastructure.
Consumer Electronics
The consumer electronics sector is stabilising after
the demand correction observed between 2023 and
early 2024.
Growth is now primarily driven by AI-enabled
smartphones, PCs, and edge computing devices,
while inventory levels across the supply chain
continue normalising.
Defence and Aerospace
Rising geopolitical tensions globally are increasing
demand for semiconductors used in defence systems,
satellite communications, radar technologies and
secure computing infrastructure.
Governments are prioritising secure semiconductor
supply chains to reduce reliance on foreign
technology suppliers for critical defence applications.
Healthcare and Medical Technology
Healthcare technology continues to expand
semiconductor demand through applications
in medical imaging, wearable diagnostics, remote
monitoring devices and AI-assisted clinical systems.
Low-power processors, sensors and specialised AI
chips are becoming increasingly essential in nextgeneration medical technologies.
“ELECTRIC VEHICLES,
AI-ENABLED DEVICES,
DEFENCE SYSTEMS,
AND HEALTHCARE
TECHNOLOGIES ARE NOW
THE PRIMARY ENGINES OF
SEMICONDUCTOR CONTENT
GROWTH, WITH ADVANCED
POWER AND LOGIC
TECHNOLOGIES DRIVING
HIGHER INTENSITY PER
APPLICATION.”
Market Insights
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