The semiconductor market is in upheaval. As Future Horizons has put it, it’s the longest downturn cycle the industry has ever seen.
And yes, the overall market has been showing growth for a couple of months, as the SIA reports below prove, but that’s only in selected segments. If you take out (high bandwidth) memory and (AI related) logic, the rest of the market is facing hardship.
Not surprisingly, TrendForce sees NAND in decline as demand slows, albeit DRAM prices show signs of stabilization, only SSDs have a promising outlook. Consequently, analysts are revising their forecasts and are now seeing a recovery in prices for memory products in the second half of 2025.
Still, it’s important to keep an eye on market developments. DDR3 products are discontinued by the end of 2024 and other technologies might follow suit soon as the big manufacturers are focusing on HBM memory and are moving capacity from established products to the new high-margin products.
electronica 2024 is the ideal time to discuss the latest trends and market developments. We have an exciting lineup at our booth. Schedule a meeting (sales(at)memphis.de) and get your free ticket for the show.
