Rebound Electronics Market Insights Q2 2024 - Flipbook - Page 7
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General Market Insight
Semiconductor Industry Market Outlook
Semiconductor Inventory Surge Signals Potential Decline Ahead
Recent data indicates an increase in semiconductor industry inventories, particularly among top chip
companies amid the AI trend. However, the surge in listed semiconductor firms globally, especially in China,
suggests an expansion of the supply chain. Median inventory days for top semiconductor firms peaked in 2023
but have shown signs of decline by May 2024, indicating a potential inventory decrease on the horizon, albeit
not uniformly across all segments.
Median inventory days of top 10 chip firms by market value (days)
Segment
2020
2021
2022
2023
May-24
Overall
92.2
90.58
107
140.8
142.16
IDM, IC Design
92.2
80.02
97.25
129.73
137.9
Foundry, IC Backend Houses, Equipment
137.17
125.4
134.97
169.87
151.65
Median inventory days of top 100 chip firms by market value (days)
Segment
2020
2021
2022
2023
May-24
Overall
112.19
105.22
127.12
159.24
161.74
IDM, IC Design
112.19
99.54
126.33
159.79
160.74
Foundry, IC Backend Houses, Equipment
112.26
114.55
132.16
157.7
163.16
Median inventory days of top 100 chip firms based in China (days)
Segment
2020
2021
2022
2023
May-24
Overall
101.82
108.34
180.39
233.6
209.43
IDM, IC Design
103
106.2
192.88
246.14
224.75
Foundry, IC Backend Houses, Equipment
89.03
109.21
129.53
162.44
163.79
Source: Bloomberg, May 2024
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