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Q2 2024 Integrated Circuit Sales Surge

20/08/2024

In a recent report from SEMI and TechInsights, the semiconductor industry showcased impressive growth in the second quarter of 2024, with integrated circuit (IC) sales surging by 27% year-over-year. This upward trend is expected to continue, with projections indicating a 29% increase in Q3 2024.

One of the key factors contributing to this growth is the improved demand that has led to a significant reduction in inventory levels, which saw a 2.6% year-over-year decline in the first half of 2024. This decline reflects a tightening of supply chains and a shift towards meeting robust market needs.

Fab Capacity Expansion

During Q2 2024, installed semiconductor fab capacity reached 40.5 million wafers per quarter (in 300mm wafer equivalent), with expectations for a 1.6% increase in Q3. This rise in capacity is crucial to meet the ongoing demand for chips across various sectors.

Foundry and Logic Capacity Growth

In terms of specific segments, foundry and logic-related capacities exhibited 2% growth in Q2 and are projected to increase by 1.9% in the upcoming quarter. This growth is largely driven by the strategic capacity build-up aimed at advanced nodes, which are essential for next-generation technologies.

Memory Market Dynamics

The memory segment also showed positive momentum, with a 0.7% increase in capacity during Q2 2024. Looking ahead, it is forecasted to experience a 1.1% growth in Q3, spurred by a rising demand for High Bandwidth Memory (HBM) and stabilizing memory prices. This rebound in pricing is critical for fostering a healthier memory market environment.

Overall, the semiconductor industry is poised for a strong performance in the latter half of 2024, as both demand and capacity enhancement strategies align to meet the needs of an increasingly technology-driven world.

Q2 2024 Integrated Circuit Sales Surge

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