Gartner Research

Slump in Semiconductor Sales Revenue: Time to Reevaluate Your Production Strategy

Published: 13 August 2019

ID: G00436359

Analyst(s): Joseph Unsworth, Anushree Verma, Andrew Norwood, Ben Lee

Summary

The deteriorating U.S.-China trade dispute, declining memory prices and rising chip inventory have pushed the semiconductor market to a tipping point. Technology general managers at semiconductor organizations must reevaluate their production strategy to optimize the performance of their portfolio.

Table Of Contents

Analysis

  • DRAM Prices Will Rally in 3Q20; NAND Sufficiency Will Be in Undersupply by 4Q19
    • Recommendation to General Managers
  • Inventory Index Will Remain in “Severe Excess Zone” Throughout 2019
    • Recommendation to General Managers
  • Uncertainty Over the U.S.-China Trade Dispute Will Continue Through 2019
    • Recommendation to General Managers

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