Currently there are bloated inventories for components like memory, small case-size ceramic capacitors and automotive MCUs, but FPGAs, analogue ICs, power MOSFETs, MCUs and discretes remain constrained and costly.
In Q3, lead times for all electronic components will reduce compared to Q3 2022 with nearly 60% of component lead times decreasing versus 1% in Q3 22 with none expected to increase compared to 73% in Q3 22.
Despite inventory reductions that will likely be complete by the end of H1, IC orders, wafer starts, and capacity utilisation will begin to rise and memory pricing will reach its bottom in H2. DRAM prices will start to recover in Q3 and NAND pricing will follow in Q4 or early in 2024.
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Micron will get $6.1 billion in US Chips Act grants to help build fabs in New York and Idaho. Senator Chuck Schumer of New York announced the award and said the money would go towards building two fabs in New York by 2030 and o
Earlier today TSMC announced Q1 revenue up 12.9% y-o-y at $18.87 billion and profit up 8.9% y-o-y at $6.96 billion. Compared to Q4, the Q1 revenue was down 5.3% and net income was down 5.5%. Gross margin for the
The Q1 smartphone market grew 7.8% q-o-q to 289.4 million units, says IDC. It was the third consecutive quarter of market growth, Notes: • Data are preliminary and subject to change.
2023 sales of semiconductor manufacturing equipment fell 1.3% to $106.3 billion from 2022’s record $107.6 billion, says SEMI. China was the biggest market, growing 29% y-o-y to $36.6 billion, followed by Korea whi
TSMC had Q1 revenue up 16.5% y-o-y at $18.54 billion up from $16.72 billion Q1 2023. For March, TSMC had revenues that were 34.3% up y-o-y and 7.5% up m-o-m at $6.2 billion. It was the biggest m-o-m rise since Nove
After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 (1Q24) with 59.8 million shipments, growing 1.5% year over year, according to IDC RECOMMENDED ARTICLESHMI claim
