bearish

Q2'23 Silicon Wafer Shipments +2% QoQ

396 Views12 Aug 2023 16:33
Q2’23 silicon wafer shipments of 3,331 MSI,  + 2.0% QoQ, -10% YoY. Inventory levels at record highs. We see ~14% overcapacity in 2023 with return to supply demand balance likely taking until 2026.
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William Keating
Semiconductor & Technology Specialist
Ingenuity
Information TechnologyEquitiesThematic (Sector/Industry)
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