Semiconductor Value Chain

We’ve Reached Equilibrium…Now What? 
Inventory Insider - January 2010 

Corporate earnings calls in January and February 2010 portray Q4 2009 demand as “strong”, furthermore, that strength is expected to continue into 2010. Up and down the supply chain, companies are reporting fantastic sequential revenue growth, gross margin expansion, and efficient operations. If you didn’t know better, you might think the Great Recession was...

Analysis
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    Offers analysis of semiconductor inventory positions across the electronics value chain, inquiries into overall market conditions, and insights into the impact and implication of trends on inventory
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    Up-to-date coverage of current semiconductor inventory dynamics
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Forecast
  • Eight Issues Per Year
  • Measures
    • Days of Inventory
    • Semiconductor Suppliers
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    • Semiconductor Foundries
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    • Storage OEMs
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