In Q4 2023, with a mild recovery in terminal demand, the delivery time and prices of various types of chips have significantly repaired, and downstream customers have resumed their normal delivery ...
Table Of Contents Prologue 1 Macroeconomics in November 1.1 Global Manufacturing Downturn 1.2 The Electronic Information Manufacturing Industry Is Slowly Recovering 1.3 The Semiconductor Sale...
In summary, the trend of upstream equipment recovery in the global semiconductor industry is evident. Although original factory orders have fluctuated, downstream demand represented by mobile phone...
In Q3 2023, the global semiconductor supply chain has weathered a trough and the trend is improving, but the overall recovery of the industry may be delayed until 2024. Specifically, there are twi...
In summary, the recovery of Foundry production capacity on the supply side of the global semiconductor industry is not yet clear, but there are clear signs of a rebound in terminal demand. We are o...
the global semiconductor industry is showing a bottoming trend in demand, and the inventory in the industry chain may gradually show signs of improvement. Looking ahead to September, the semiconduc...
Overall, the overall sales of the global semiconductor industry are moderately increasing, and the global semiconductor market is moving forward and repairing amidst twists and turns. Throughout Ju...
In Q2 2023, the inventory reduction in the industry is basically coming to an end, and the supply and demand sides of the electronic components and semiconductor market have improved, entering a tr...
In June, the supply and demand of semiconductors continued to improve, and inventory reduction came to an end. It is worth noting that although the price of Memory chip has fluctuated, it may enter...
In May, the supply and demand sides of the semiconductor market improved, but overall it fell short of expectations. On the demand side, the current situation of weak downstream demand continues; O...