“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: “Uncertain Outlook For 2024 … It’s The AI Wildcard Stupid”
Report Highlights: Annualised growth rates continued their declining trend in January, with Total Semiconductors growing 14.8 percent, down from 15.9 percent in December and 22.8 percent in November, led by Total Memory, at 29.3 percent, a further sharp reduction from December’s 38.8 and November’s 87.2 percent numbers. Logic growth was the star performer, at a healthy 29.7 percent growth, up from 23.1 percent in December, with Analog ICs losing ground at minus 1.0 percent, compared with December’s 3.3 growth. Total Micro was also stuck in the doldrums, chalking up a 0.5 percent decline, albeit an improvement on December’s minus 2.5 percent growth. The overall IC market ended up growing 19.3 percent year-on-year, down slightly from last month’s 20.3 percent number but significantly lower than November’s 29.5 percent growth. The overall trends are more favouring retrenchment vs. growth. Quite where the overall 2025 growth rate ends up will be determined by how much longer the current Hyperscale AI server market boom lasts. Were that to stumble, watch out for the annualised growth rate to implode.
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