IC Inventory Levels Dip
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VLSIresearch reported that the state of
semiconductor inventories improved for several segments as 2016 came to a
close. However, it’s not expected to be a tailwind anytime soon, as this was
a reduction typical for the holiday season. Note that the big reduction came
at OEMs, while finished die banks at chip companies held high, despite
reductions in capacity utilization at wafer fabs
across the industry. This indicates a high level of fear at OEMs for carrying
IC inventory into the New Year.
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