Gold demand from the electronics sector rose to 68.3 tonnes in the second quarter.
This marked a 4% year-over-year increase
The rise came as artificial intelligence (AI) infrastructure spending offset a slump in consumer device shipments. AI Infrastructure Lifts Gold Electronics Demand The electronics sector accounts for the majority of gold used in technology. Demand there climbed from 65.8 tonnes in the same quarter of 2025, the World Gold Council reported.
Growth came from AI server mainboards, integrated circuit substrates, and printed circuit boards for low-earth orbit satellites. Memory and semiconductor use also rose, driven by the same AI memory demand surge reshaping chipmaker valuations. Automotive lighting added more.