Gold Electronics Demand Rises 4% on AI Infrastructure Boom
Gold demand from the electronics sector rose to 68.3 tonnes within the second quarter. This marked a 4% year-over-year enhance.
The rise got here as synthetic intelligence (AI) infrastructure spending offset a stoop in client gadget shipments.
AI Infrastructure Lifts Gold Electronics Demand
The electronics sector accounts for almost all of gold used in technology. Demand there climbed from 65.8 tonnes in the identical quarter of 2025, the World Gold Council reported.
Growth got here from AI server mainboards, built-in circuit substrates, and printed circuit boards for low-earth orbit satellites. Memory and semiconductor use additionally rose, pushed by the identical AI reminiscence demand surge reshaping chipmaker valuations.
Automotive lighting added extra. Gold wire and gold-tin bonding stay commonplace in car head and hind lights, the place warmth and vibration demand sturdy supplies.
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“Gold utilization within the electronics area very a lot remained on a two-speed setting: sturdy AI infrastructure funding offset weak point in smartphone and laptop computer shipments, primarily attributable to surging reminiscence prices. High gold costs additionally continued to speed up thrifting and substitution in lots of low- and midrange functions, including additional stress to some conventional client digital functions,” the report learn.
The client finish moved in the wrong way. IDC forecasts smartphone shipments falling 13.9% in 2026 to 1.09 billion models. That can be the steepest annual drop the market has recorded.
Other industrial and ornamental gold use fell 7% to 10.1 tonnes, a ninth consecutive annual decline. Dentistry slipped 6% as ceramic options gained floor.
Still, know-how stays a small a part of the market. It accounted for 80.4 tonnes of the entire gold demand of 1,269 tonnes. Central bank gold buying equipped 289 tonnes over the identical interval.
The council flagged a key draw back danger. Weaker AI returns or an electronics downturn might take away the help now carrying gold by means of the handset stoop.
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