2024-07-24 08:10:00 ET
Summary
- Heading into the second half of 2024, most segments are in recovery, but at markedly different rates between AI applications, consumer devices and industrial products including autos.
- Even with funding and progress, mainland Chinese chipmakers face challenges like poor production yields, while the US, Japan and the EU consider further restrictions.
- The consensus of financial analysts' forecasts shows revenues of the top 10 chip producers rose by 44% year over year in the first quarter of 2024.
Semiconductors lie at the heart of most manufactured goods' supply chains, so tracking their performance can provide useful insights into industry more broadly. Our latest quarterly reading indicates that, heading into the second half of 2024, most segments are in recovery, but at markedly different rates between AI applications, consumer devices and industrial products including autos....
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Semiconductor Supply Chain Q3 2024 Outlook: Multispeed Recovery