Electronics Weekly suggests that a resilient macroeconomic outlook will see a semiconductor demand rebound starting in H2 with extended lead times still troubling some industries.
FPGAs, analogue ICs, power MOSFETs, MCUs, and discretes remain constrained and costly, reports EW, which could become worse should the market turnaround as quickly as some expect. On the other side, EW claims there are bloated inventories for components like memory, small case-size ceramic capacitors, and automotive MCUs.
They say that demand increased by 7% m-o-m in January, with all regions rising except Asia, which declined by 14% from December to January, according to the SupplyFrame report.
In EMEA, growth was driven by significant sourcing action increases in Germany (44%), France (37%), Italy (32%), Israel (15%), and the United Kingdom (55%).
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