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.
The month’s Report title: “AI Doubling Down’s Now Ballistic …It’s A Hard Act For Plan B To Follow”?
Report Highlights: Annualised growth rates accelerated sharply in October, with Total Semiconductor sales up 32.6 percent vs. October 2024, up from September’s 27.5 and August’s 21.8 percent, surpassing even August
2024’s 28.5 percent cyclical peak. All three sectors continued to show positive annualised growth, albeit at much lower single digit numbers vs. Total ICs stratospheric 36.7 percent performance, with Opto and Discretes growing a respectable 6.7 and 8.5 percent respectively. Last month’s numbers were 31.7, 8.0 and 0.4 percent. The big uncertainties, and market risks, being how much longer will the AI boom last and is the overall world economy strong enough to float the broader recovery. Were the global economy to slip into recession, it would take the broader chip market with it and if the AI boom was to crash, it would kill the GPU and HBM markets. Were both to happen simultaneously, chip growth would go negative.
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