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The Global Semiconductor Monthly Report, February 2024

2024

A C-Suite favourite, the Global Semiconductor Monthly Report provides monthly analysis and commentary on the global semiconductor industry and the future market outlook and forecast.

December’s total IC sales were up 23.9 percent in value vs. the same period last year, with total Discretes up 2.7 percent and total Opto down 0.4 percent. The overall year-on-year total Semiconductor market growth was 19.4 percent. By comparison, the same datapoints for November were plus 11.7 percent for total Semiconductors and plus 14.5 percent, minus 4.6 percent, and plus 5.2 percent for Total ICs, Discretes and Opto respectively.  The current double-digit year-on-year sales growth is thus being driven by total ICs, with the Opto and Discrete segments both straddling the zero growth line. These data trends pose a currently imponderable question, namely, “When is a semiconductor recovery not a recovery?”

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