The Global Semiconductor Monthly Report, June 2023


The Global Semiconductor Monthly Report provides monthly analysis and commentary on the global semiconductor industry and the future market outlook and forecast.

Having been delayed by the impact of Long-Term Price Agreements (LTAs), the chip industry is now firmly in the grip of an inventory burn, with unit shipments now down significantly from the underlying market demand. This in turn is depressed due to weak end-market demand, particularly in the key PC and smartphone sectors. The two big exceptions to this are the automotive and industrial sectors which continue to show strong growth.

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