It’s not limited to components for PCs and smartphones.
A series of quarterly reports from semiconductor market participants, as Bloomberg explains, made it possible to identify trends that were not entirely obvious. According to representatives of Texas Instruments, for example, the demand in the third quarter decreased for chips not only for consumer devices, but also for industrial equipment, although the latter were still in short supply.
Image Source: Bloomberg
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According to the leaders of Texas Instruments, the current situation does not yet allow us to talk about the nature of the crisis in the semiconductor industry. It is possible that demand is declining in the segment of industrial components due to the presence of stock surpluses, but the observed trends may also be a signal for more serious negative phenomena in the economy. One way or another, there is a certain cyclical change in demand in the industry, and if over the past two years customers have purchased products in maximum volumes, it should not be surprising that there are surpluses in warehouses.