Semiconductor Supply Chain Outlook: Seeking Alpha


  • Semiconductor supply chain activity is expected to reach an upward inflection point in 2024.
  • Macroeconomic data suggests a continued downturn in demand for electronics equipment and computer chips.
  • Consensus earnings forecasts indicate a recovery in revenue starting in the fourth quarter of 2023 and accelerating in the second quarter of 2024.

SOURCE: Seeking Alpha

Semiconductors lie at the heart of supply chains ranging from computers and phones to autos and manufacturing equipment. Activity in the sector can be a guide to wider supply chain activity — indeed the shortages of chips during the pandemic were




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