All signs point to 2026 as the turnaround year for the electronic component industry. After multiple years of false starts, following the COVID “great shortage” then over-supply, inventories have balanced and supply and demand seem to be evening out. The ECIA tracks the activity well. This chart displays a positive and sustained trend in semiconductor sales.
Robb Hammond is the founder and CEO of AERI, an independent electronic component distributor operating since 1994. He is a founding member and former committee chair of SAE AS6081, the counterfeit-avoidance standard for independent distributors adopted by the U.S. Department of Defense, and a recognized authority on counterfeit detection.
