ID Number: G00168129




Dataquest Insight: Semiconductor Inventory Outlook, 2Q09 Update
29 May 2009
 
Gerald Van Hoy  

The Dataquest Semiconductor Inventory Index dropped from 1.54 in the fourth quarter of 2008 to 1.31 in the first quarter of 2009, even as demand continued to shrink.







Price: US$1,295.00

Pages: 14








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Table of Contents



    
Analysis

    
Background and Context

    
The Impact

    
Conclusion

    
Recommended Reading


List of Tables



Table 1.  
Current Last Three Quarters Versus Most-Recent Stable Period in DASI History
 

Table 2.  
Current Last Three Quarters of Absolute Inventory Versus Most-Recent Stable Period in DASI History
 

List of Figures



Figure 1. 
DASI Index, 1Q96-1Q09
 

Figure 2. 
DOI by Semiconductor Inventory Chain Category, 1Q04-1Q09
 

Figure 3. 
DOI by Semiconductor Customer Sector, 1Q04-1Q09
 

Figure 4. 
Fabless and Foundry Inventory Index Combined, 1Q09
 

Figure 5. 
Foundry Versus Fabless Inventory Index, 1Q09
 

Figure 6. 
Semiconductor Suppliers Quarter-Over-Quarter Inventory Change Versus Next-Quarter Revenue Change, 4Q99-1Q02
 

Figure 7. 
Semiconductor Suppliers Quarter-Over-Quarter Inventory Change Versus Next-Quarter Revenue Change, 4Q06-1Q09
 

Figure 8. 
Best, Worst and Most Likely Case Scenarios for 2Q09
 



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