Global semiconductor midyear outlook

After turmoil through 2023 across most cyclical semiconductor markets — as the sector grappled with inventory gluts, weak end-market demand and geopolitical tensions — optimism for a slow but steady recovery in 2H continues to rise.

Focus in semiconductor markets has shifted to a rebound in end-market demand and AI growth. Despite geopolitical and economic uncertainties, increasing semi valuations signal optimism for a stro...

 

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