The small Italian probe card company, Technoprobe, gives us one of the first looks at how companies will guide '25 in their Q1 reports over the next month or two.
Worth paying attention to: · PC and Smartphone stable; no sharp increase in volumes until edge AI devices are available· Industrial and Auto still in the process of stabilization; EV adoption in the short term remains uncertain· Overall, inventory adjustments and demand slowdown observed in ’24 likely to persist at least until H2 ‘25Source: Chips & Wafers
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