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The Global Semiconductor Monthly Report, January 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.

Total ICs were up 14.7 percent in November vs. the same period last year, with Total Discretes down 4.3 percent and Total Opto up 6.0 percent. The overall year-on-year Total Semiconductor market growth was 12.0 percent.  On the modestly positive front, the Discrete number was slightly improved on the previous month’s 4.7 percent decline, but it is unrealistic to trumpet a ‘market recovery’ until growth returns to discretes.  Measured against any bad year, growth rates can only get better, so it is important not to get blindsided by their size. The real question is “do these numbers reflect a recover in the market or just the maths?

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