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Forecast: Semiconductor Devices in Data Centers, Worldwide, 2020-2026, 4Q22 Update


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Summary

The reduction in data center capex starting 2Q22 due to the gloomy macro business climate and inventory management by hyperscale data centers will result in softer demand. Data center semiconductor revenue is forecast to increase at only 6.5% in 2022 vs. 26.3% in 2021 and decline by 7.5% in 2023.

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