Valued Components Limited
Valued Components Limited Provides A Whole Series Of Electronic Components And Semiconductors Including Integrated Circuits, Sensors, Capacitors, Resistors, Diodes, Transistors, Inductors, Quart Crystals, Oscillators, Connectors, Cables, Displays, Switches, Bridge Rectifiers.

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Q2 Semis Up 27%


Q2 IC sales were up 27% YoY and are further expected to  grow 29% in Q3 2024, says a report from  SEMI and  TechInsights, as improved demand delivered a 2.6% H1 YoY decline in IC inventory levels.


Q2 installed  fab capacity reached 40.5 million wafers per quarter (in 300mm wafer equivalent) and is projected to rise 1.6% in Q3.

Q2 Foundry and Logic-related capacity showed 2%  growth in and is projected to increase 1.9% driven by capacity build-up for advanced nodes.

Q2 SEMI.jpg


Q2 Memory capacity increased 0.7% in Q2 2024 and is forecast to see 1.1% growth in Q3 2024 supported by demand for HBM and improving memory pricing

Sources: SEMI (www.semi.org) and TechInsights (www.techinsights.com), August 2024

All regions tracked saw installed capacity increases in Q2 2024 with China remaining the fastest growing region despite mediocre fab utilization rates.

H1 semiconductor capex fell 9.8% YoY. In Q3, led by demand for AI and HBM chips, memory capex is forecast to grow 16% QoQ with non-memory capex growing by 6% QoQ.

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