Semiconductor Value Chain

Lack of Seasonality in H2 2012 Negatively Affects Semiconductor Inventories 
Supply Chain Inventory Brief - January 2013 
In spite of some recent, slightly positive, global economic news, IHS iSuppli is forecasting that any recovery in semiconductor device revenues will not start until mid-2013. IHS is also forecasting that factory loading and inventory levels will continue to decrease in the fourth quarter of 2012 (since there was no decline in the third quarter) and possibly into the first quarter of 2013 to adjust to the reduced bookings. Typical seasonality for both inventories and revenues should fall into place in...
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