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Industry Quarterly Earnings Analysis
Industry Quarterly Earnings Analysis
From the Source's Mouth | Q3 2023
From the Source’s Mouth is Fusion Worldwide’s review of semiconductor manufacturers’ quarterly earnings call transcripts...
Market Intelligence
Market Intelligence
The Greensheet
Dive deep into the semiconductor industry with our monthly trends report, covering ICs, CPUs, memory, and finished goods – delivered straight to your inbox.
Market Intelligence
Market Intelligence
The Industry Insider
From component shortages and lead time fluctuations to price changes and other supply chain disruptions, our bi-weekly report will help you stay ahead of industry trends among leading electronic manufacturers.
Market Intelligence
Market Intelligence
The Greensheet: October 2023
In the IC market, industrial, EV, and solar power demand has begun to wane and has resulted in changes to supply levels. Meanwhile, automotive demand stays strong, and lead times remain extended.
Market Intelligence
Market Intelligence
The Greensheet: September 2023
Pricing volatility impacts automotive components as constrained supply causes lead times to stretch for MOSFETs, IGBTs, and SiC components. MCUs see lead times expand beyond 99 weeks...
Market Intelligence
Market Intelligence
The Greensheet: August 2023
China’s recently announced export restrictions threaten substrates necessary for manufacturing power semiconductors and high-frequency components...
Market Intelligence
Market Intelligence
The Greensheet: July 2023
Manufacturers are offering NCNR PSP contracts to protect pricing and secure demand, while giving customers a chance to avoid delayed orders...
Market Intelligence
Market Intelligence
The Greensheet: June 2023
Shortages continue for Renesas and NXP’s automotive integrated circuits.
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