Americas Technology Semiconductors May SIA Data Analysis

May SIA semiconductor data indicates mixed seasonality with total shipments tracking 2% above long-term demand. Growth in memory segments outperformed historical norms, while other categories showed varied performance relative to trend.

Key Takeaways

• 1.Semiconductor shipments showed mixed seasonality in May, with overall units tracking 2% above long-term demand.
• 2.Memory sub-segments (DRAM/NAND) exhibited strong revenue growth driven by ASPs, significantly above historical seasonality.

Table of Contents

• Americas Technology: Semiconductors
• IC Units ex. Memory
• Analog
• Microcontrollers (MCU)
• Memory
• Disclosure Appendix

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