In May, the recovery trend of consumer demand was obvious, and the destocking of industrial inventories was nearing completion. The adjustment of photovoltaic and automotive inventories continued, ...
In April, the production capacity and prices of upstream wafer foundries showed a clear trend of bottoming out. The recovery of demand, represented by consumer goods, significantly boosted terminal...
In Q1 2024, semiconductor sales and terminal order demand continued to rebound, and the industry's trend towards recovery became increasingly evident. Chip Insights believes that due to the cyclica...
In March, semiconductor sales and terminal order demand continued to rebound, and the industry's recovery trend became increasingly evident. Chip Insights believes that due to the cyclical characte...
In February, as demand for consumer electronics and other end-use sectors experienced a moderate recovery, the delivery times and prices for automotive-grade chips saw a significant improvement, si...
Looking back at 2023, issues such as weak macroeconomic performance, ongoing trade conflicts, and severe industrial fragmentation continue to persist. But since the second half of the year, with a ...
Table Of Contents Prologue 1 Semiconductor Industry Overview in 2023 1.1 Significant Improvement in Chip Delivery Cycle/Price 1.2 Semiconductor Sales Have Bottomed Out 1.3 Semiconductor Inve...
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...