Recent data from the semiconductor industry indicates that global silicon wafer inventory levels have approached a reasonable level. This trend suggests that after several quarters of inventory drawdown, supply and demand across the upstream and downstream segments of the supply chain are gradually rebalancing. From the second half of 2022 through early 2023, weak consumer electronics demand and high customer inventories led to declining orders and inventory buildup for wafer suppliers. In response, major silicon wafer manufacturers proactively slowed capacity expansion and collaborated closely with downstream customers to optimize inventory management. By 2024, demand from emerging applications such as artificial intelligence, high-performance computing, and automotive electronics began to recover, driving a steady rebound in wafer orders. Inventory turnover days have notably decreased, and overall stock levels have now returned to the industry-recognized healthy range—typically equivalent to 2.5 to 3 months of shipments. This normalization not only helps stabilize wafer pricing but also provides clearer signals for future capacity planning and investment decisions. Industry experts view the return to reasonable inventory levels as a key leading indicator of market recovery, suggesting the semiconductor sector may enter a phase of moderate growth in the second half of the year.
近期，半导体行业数据显示，全球硅片总库存已接近合理水位。这一趋势表明，经过过去几个季度的去库存调整，产业链上下游的供需关系正逐步趋于平衡。在2022年下半年至2023年初，由于消费电子需求疲软、客户库存高企，硅片厂商普遍面临订单下滑和库存积压的压力。为应对这一局面，主要硅片制造商主动控制产能扩张节奏，并与下游客户协同优化库存管理。进入2024年，随着人工智能、高性能计算及汽车电子等新兴应用需求回暖，硅片订单开始稳步回升。同时，库存周转天数明显下降，整体库存水平已回落至行业公认的健康区间（通常为2.5至3个月的出货量）。这不仅有助于稳定硅片价格，也为后续产能释放和投资决策提供了更清晰的信号。业内专家指出，库存回归合理水位是行业复苏的重要先行指标，预示着半导体市场有望在下半年进入温和增长阶段。
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