Gartner Research

Gartner for General Managers Quarterly Sector Outlook: Semiconductors, 2Q19

Published: 17 July 2019

ID: G00388177

Analyst(s): Martin Reynolds , Hai Swinehart , Tim Mahon


The unresolved trade war between the U.S. and China, and the negative effects it will have across the entire semiconductor supply chain, exceeds our typical cyclical framework for the group. Margins remain strong, but technology general managers must invest capital carefully in this maturing market.

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