TechInsights Critical Subsystems Inventory on the Platform

Critical Sub-systems Inventory Focus Report is now available on the TechInsights Platform:

  • Driving Forces
    • Misc. Reports
      • Inventory 220926

We recently completed a report on inventories of critical sub-systems for semiconductor equipment. The supply chain crunch of COVID-19 caused OEMs to transition from Just-in-Time to Just-in-Case inventory management. Recent quarters have shown an increase in Sub-system inventories as a percent of OEM revenues, hitting above 30% in 2022.

OEMs Inventories

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