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 overall semiconductor year-on-year growth in value, at 14.3 percent, was the fourth consecutive month of double-digit growth since the market turned positive in September 2023. The numbers clearly look like growth but, with IC unit demand and the Discrete and Opto sectors still stubbornly sluggish, the IC ASP-led total Semiconductor value-driven growth is hardly a strong foundation on which to build a recovery. You cannot have a real market recovery without IC units and Discretes growth.