Gartner Research

Market Trends: Caution Is Best for the Semiconductor Supply Chain Inventory, 3Q15 Update

Published: 21 September 2015

ID: G00274161

Analyst(s): Gerald Van Hoy

Summary

We continue to see erosion in the cost of goods sold and softening of end-market demand for the semiconductor supply chain, while inventory levels rise in 3Q15. We advise semiconductor production managers to maintain caution for 2H15.

Table Of Contents

Introduction

Market Trend

  • Concerns About 4Q15 Demand

Vendors to Watch

  • TSMC
  • Samsung Electronics
  • ASE Group

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