In today’s briefing:
- Q2’23 Semiconductor Review & Outlook
Q2’23 Semiconductor Review & Outlook
- Q2’23 marked a turning point with semi sales, memory, silicon wafer & PC shipments PC registering modest QoQ growth while smartphones and server shipments barely missed the cut.
- Despite this positive turn of events, the memory segment remains mired in losses and the outlook for foundry is getting worse, not better
- The much anticipated second half recovery will be muted at best
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
