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...
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...