Q4 2025 Quarterly Market Insights - Flipbook - Page 7
Computing Insights
Quarter 4 2025 demonstrated continued strength
in the global computing sector, with AI-driven
workloads, cloud expansion, and high-performance
infrastructure investments as the primary growth
drivers. Data-centre deployments surged, reflecting
demand for GPU-accelerated servers and scalable
storage to support AI, analytics, and enterprise
workloads (according to industry forecasts). Personal
computing and endpoint devices also evolved, with
AI-capable systems gaining traction for enterprise
productivity and decision support. Regionally,
North America led in investment and innovation,
Asia-Pacific maintained robust growth through
local digitalisation initiatives, and EMEA focused
on hybrid cloud adoption. Looking ahead, energy
efficiency, custom silicon, and integrated AI solutions
will continue to shape competitive positioning and
investment priorities.
Risks & Forward Outlook
Despite solid fundamentals, the industry faces
structural challenges:
Supply-chain fragmentation due to trade
restrictions and export policies could hamper
integrated global operations.
Key Highlights Worldwide
•
Rapid expansion of data-centre and
cloud infrastructure, particularly for
AI-intensive workloads.
•
Growing adoption of AI-enabled personal
computing and enterprise endpoints.
•
North America driving hyperscale investment;
Asia-Pacific leading manufacturing and
digitalisation; EMEA focusing on hybrid
cloud strategies.
•
Increased demand for GPU/acceleratorequipped servers and high-capacity
storage systems.
•
Custom silicon development and energyefficient compute solutions emerging as
strategic priorities.
Talent shortages and raw material constraints may
limit near-term production scalability.
Inventory realignment in memory markets
introduces pricing volatility and necessitates
adaptive supply strategies.
Looking ahead, 2026 and beyond are expected to
maintain growth, with diversification of regional
supply ecosystems and continued innovation in AI,
automotive electrification, and industrial applications
acting as key drivers.
Market Insights
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