Gartner Research

Market Trends: Semiconductor Inventory Correction Could Take Longer Than Normal, 1Q15 Update

Published: 02 April 2015

ID: G00275838

Analyst(s): Gerald Van Hoy

Summary

The current U.S. dollar strength is placing downward pressure on technology product sales. Semiconductor production managers should note the normal inventory reduction that occurs in the first quarter and part of the second quarter will be extended.

Table Of Contents

Introduction

Market Trend

  • The Strong Dollar Will Affect Semiconductor Inventory From the OEM Side First

Contrarian View

  • The Inventory of Other Markets

Vendors to Watch

  • Intel
  • Samsung
  • TSMC

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