On-demand Webinar: Navigating the Shifting Landscape Q1 2024

The webinar, titled "Navigating the Shifting Landscape," provided insights into the technology and semiconductor industries. Dennis Reed from Edgewater Research led the discussion, offering valuable perspectives on market trends, challenges, and future prospects.

About Edgewater Research:

Edgewater Research, an independent research company, brings over 60 years of collective experience to the table, specializing in technology, internet, consumer, and e-commerce vertical markets. Their team provides critical business insights to major investors and industry customers.

Here is a closer look at the highlights.

Current Cycle Overview:

• Delved into the current cycle's trajectory, comparing it to historical trends.
• Noted significant impacts of technology, particularly AI, on the market's recovery.
• Highlighted disparities across companies and sectors due to inventory levels.

Factors Leading to Inventory Situation:

• Three consecutive years of double-digit capital expenditures in the semiconductor industry.
• Recent declines in capital spending and lower utilization rates.
• Continued efforts needed to stabilize inventory levels.

Demand Side Fundamentals:

• Analyzed sectors such as PCs, servers, smartphones, automotive, and industrial markets.
• Highlighted trends in PC sales, server market stability, smartphone saturation, automotive challenges, and industrial dynamics.

Semiconductor Industry Forecast:

• Contrasted forecasts from the World Semiconductor Trade Statistics (WSTS) with Edgewater Research's projections.
• Revised forecast for the semiconductor industry to be flat year over year, excluding memory, with a transition year expected before long-term growth resumes.

Interconnect and Passive Markets:

• Provided insights into the interconnect and passive markets, adjusting forecasts while maintaining a generally stable outlook.
• Noted the importance of price competition and supplier flexibility.

Key Focus Areas:

• Highlighted emerging technology use cases, geopolitical tensions, and competitive dynamics within the industry.
• Emphasized the importance of collaboration and strategic planning in navigating the evolving landscape.

As the world of technology and industry is always changing, our webinar offered a glimpse into the complexities and opportunities present. Staying informed and adaptable is crucial for individuals and businesses looking to thrive in these dynamic sectors.

If you wish to access the complete webinar, it's available below. Alternatively, for those who prefer audio, you can listen via the Spotify link provided below or on all other major streaming platforms.

Join us for the next edition on July 25th, 2024, to stay up to date with the latest industry insights.