MEMPHIS Electronic’s Post

Nice summary for reference

Strategic pivots and transformational moves by semiconductor players will define who thrives in this dynamic environment. Strong demand in AI, servers, and data centers is driving growth, while automotive and smart edge sectors are grappling with challenges like declining demand and inventory corrections. Here’s what’s shaping the market right now: 1️⃣ AI is the growth engine Companies like Nvidia, SK Hynix, AMD and Micron are thriving, thanks to surging AI and datacenter technology demand. 2️⃣ Automotive under pressure Players like Infineon, Texas Instruments, and Renesas are seeing demand slow down and inventories adjust—a clear sign of shifting dynamics.

Very interisting analisys , agreee on the fact that recent quarter may appear challenging at first glance, it actually fits into the expected fluctuations within the typical 16-quarter semiconductor cycle.

Check out our report on - Lattice Semiconductor Corporation - #LSCC - https://lnkd.in/gvjy6emi -  #informationtechnology #stockmarkettips #stockmarketupdate #stockmarketnews #stocktrading #USA #NYC

The latest data from the Semiconductor Industry Association (SIA) shows that global semiconductor sales reached $166 billion in the third quarter of 2024, marking a 23.2% year-on-year increase and a 10.7% quarter-on-quarter growth, the highest quarterly growth rate since 2016. In September, global semiconductor sales amounted to $55.3 billion, a 4.1% increase compared to $53.1 billion in August.

What looked like a rough quarter for ST Microelectronics aligned well with the Semiconductor Cycle of 16 Quarters. The company has achieved a CAGR of 11.5% over the cycle, better than the average Semiconductor Company growth of 9%. It can be difficult to understand the revenue performance of Semiconductor companies unless seen over a full semiconductor cycle. #STM #Semiconductor https://lnkd.in/dPURQTgm

Global Semiconductor Sales Increase 16.3% Year-to-Year in February --- The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales totaled $46.2 billion during the month of February 2024, an increase of 16.3% compared to the February 2023 total of $39.7 billion but a decrease of 3.1% from the January 2024 total of $47.6 billion. More on: https://bit.ly/4auz4zu #SemiconductorSales #GlobalMarket #YearToYearGrowth #ChipIndustry #SemiconductorTrends

📊Exciting news from the semiconductor industry! According to the latest data from SIA, global semiconductor industry sales in February 2024 reached $46.17 billion, marking a robust year-over-year increase of 16.3%, despite a slight month-over-month dip of 3.1%. ✍This growth trend has been steadily climbing since the middle of last year, signaling a promising outlook for the market. However, experts predict a gradual recovery for the global semiconductor industry in the coming months, with structural adjustments anticipated in various sub-sectors. 💬Stay tuned for more updates on the dynamic semiconductor industry landscape!  ✨ #Semiconductors #IndustryInsights #GlobalMarketTrends

Significant Revenue Growth Forecasted for Semiconductor IP Market, Projected to Hit $14.6 Billion by 2032 with 8.3% CAGR https://lnkd.in/gdwhs-pv #marketanalysis #marketresearch #marketresearchreports #businessintelligence

The global semiconductor market is only heading in one direction... 🆙 Nevertheless, this incredible demand is set against a backdrop of challenges that could prevent businesses from capitalising on this market opportunity. These range from the pressure to deliver smaller chips that deliver greater performance (all while consuming less power...), to OEMs having to meet shorter and shorter development cycles. Learn how to overcome these challenges in our complimentary e-guide ➡️ https://hubs.ly/Q02mJBh30 #Semiconductors #SiliconChips