Voices of concern about “semiconductor overstock” recovery delays trading companies are also proceeding with restructuring

Streaming at 11:50 on 7/28 (Sun) (some excerpts)

The impact of supply chain inventory adjustments has come to a head in the semiconductor market, and it has begun to impact the management of semiconductor trading companies. Under such circumstances, initiatives that go beyond conventional frameworks have accelerated, and M&A (mergers and acquisitions) movements have also emerged.
　Overall, conservative predictions were conspicuous in the financial results of semiconductor trading companies for the full fiscal year 2024. It is based on the inventory adjustment phase of the supply chain in the semiconductor market. At the time of the announcement of the full-year financial results for fiscal year 23, there were many opinions that the recovery period for the adjustment phase would be set in the latter half of fiscal year 24.
　There are a wide range of semiconductor types and applications, but overall supply chain inventory is excessive. These adjustments are in progress, but the problem lies in the sense of speed. Although there is a recovery in the second half of the year, the impact on business results will also change depending on whether the beginning is October, the beginning of the year, or the end of the fiscal year.