Press releases, current trends, perspectives

ARTHOS Industry Insight – Vision M&A Report Q2 2026: AI-related stocks are surging, while valuations for many traditional vision players remain largely flat. Yet vision M&A has accelerated sharply: We highlight 70+ transactions since January 2025, thereof 30+ in Q2 2026 alone.

ARTHOS Industry Insight – Semiconductor M&A Report Q2 2026: AI momentum is driving semiconductor M&A activity and stock market valuations. Highlighted observations from the report are: 1.) Semiconductor M&A deal value has surged rom ~EUR 8bn in 2024 to ~EUR 75bn in 2025 — and ise expected to grow further in 2026. 2.) Semiconductor equities have been rallying strongly across the sector. 3.) Sony Semiconductor and TSMC signed an MoU to form a J.V. for next-generation image sensors, which positions them well to dominate the imaging sensor market for years to come

ARTHOS Industry Insight – Software M&A Report Q2 2026: IT Infrastructure Software has decoupled from the broader software correction, with the ARTHOS IT Infrastructure Index up 19% in H1 2026 as enterprise AI workloads move into production. Hybrid cloud, AI inference, embedded security and data-platform consolidation underpin spend rising to $615bn by 2029 (12% CAGR). M&A momentum is robust, with strategics on offense to own AI-enabling layers. In our view, owners of differentiated infrastructure software assets face an attractive window of valuation premia and selective buyer demand.

ARTHOS Industry Insight – Software Sector Report Q1 2026: Public software stocks have fallen sharply since Q3 2025 amid broader market weakness and rising geopolitical risk, as investors weigh AI disruption versus enablement. Valuation dispersion across sub-sectors is widening. BI & Analytics outperforms broader software market based on surging demand for AI business integration. M&A activity fell but deal values rose, skewed by AI-led landmark deals and strategic buyers. In our view the software M&A market remains open for quality companies. AI is now central to diligence: Rewarding AI enablement and profitability.

ARTHOS Industry Insight – Computing & Connectivity Sector Report Q1 2026: The European computing and electronics sector is undergoing a notable shift, driven by rising demand in defense, strategic reshoring initiatives, and increasing regulatory pressure targeting supply chain security — all creating new M&A dynamics across the industry.

ARTHOS Industry Insight – Test & Measurement Sector Report Q3 2025: In 2024 and early 2025, the T&M sector experienced a wave of notable M&A activity. Tech stock market valuations in some tech sectors rose sharply, fueling the M&A market with favorable valuations for sellers. Elevated public-market valuations are influencing private-market pricing, as they serve as the critical benchmark.

From October 2–3, 2025, AICA members from Europe, the Middle East, and Africa gathered at this year’s AICA EMEA Conference in Basel, Switzerland.

ARTHOS Industry Insight – Software Sector Report Q3 2025: After a challenging 2023, the software sector regained momentum in 2024 and continued to perform well in 2025. The Cybersecurity sub-sector outperformed most software verticals, driven by rising regulations, increasing security demands, and accelerated AI adoption.

ARTHOS Industry Insight – Digital Services Sector Report 08/2025: The digital services sector continues its business growth trajectory. Although the overall M&A activity eased, transactions in selective growth sectors remained strong. In this sector report, we focus on the Digital Marketing sector which on the one hand enjoys strong growth in creator centric marketing and on the other hand challenged by budget headwinds in more traditional digital marketing segments.

ARTHOS Industry Insight – Software Sector Report Q2 2025: After facing a challenging year in 2023, the software market managed to bounce back and showed a strong performance throughout the year 2024. This positive trend continued in the first 6 months of 2025, during which software stocks maintained its growth momentum. Despite this overall upward trajectory, performance varied across sub-sectors. In this report, we focus on the BI & Analytics sub-sector, which has outperformed all other software verticals, driven by sustained demand for data-driven decision-making and rapid AI adoption.