While the improvement is welcome, DMASS cautioned that the rebound should be viewed in the context of a weak comparison base in the final quarter of 2024, alongside ongoing geopolitical uncertainty and Europe’s reliance on external technology supply chains.
Growth across the region remains uneven, with significant variation between countries and product groups. Despite this, DMASS noted a renewed sense of momentum among industry decision‑makers, accompanied by greater awareness of supply‑chain dependencies and the need to strengthen resilience.
European semiconductor distribution recorded sales of €2.30 billion in the final quarter of 2025, an increase of 7.7 per cent year on year. Strong growth was reported in Turkey, Germany, Benelux and the UK, while Switzerland, Ireland, Iberia and France continued to post declines.
Performance also varied by product category. Standard Logic, memory, sensors and actuators delivered strong growth, while programmable logic and optoelectronics lagged. In the IP&E segment, revenues rose 13.3 per cent to €1.47 billion, driven by robust demand in Turkey, Eastern Europe and Benelux.
Commenting on the results, DMASS chairman Hermann Reiter said the figures reflected steady but modest progress, shaped by Europe’s industrial focus and long‑term planning culture. He added that raw‑material volatility, AI‑driven disruption and rising aerospace and defence demand continue to create both challenges and opportunities for the sector.