Auto & Industrial Semi Part1: Background of the Ongoing Crash, Revising Down Lofty Expectations
253 Views11 May 2025 03:21
Auto & Industrial Semi close to end of long boom/bust cycle, with revenues down -20%. Recovery expected to be slow with no YoY growth till 2026. Expectations revised down.
What is covered in the Full Insight:
- Introduction to the Auto & Industrial Semiconductor Sector
- Current Market Decline and Inventory Issues
- Restructuring Initiatives by Major Firms
- Growth Expectations and the Reality Check
- Impact of Trade Wars and Tariffs
SUMMARY
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Full Insight
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Nicolas Baratte
Technology / Semiconductor / Internet Research
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