Europe
Analog Semiconductor Maker X-FAB’s Inventory Concerns
X-FAB, a German semiconductor manufacturer, has reported high inventories in its automotive customers.
• The company anticipates a recovery in industrial and medical demand in 2025.
• Inventory corrections in the automotive supply chain, which X-FAB has the highest exposure to, are expected to persist into 2025.
• This follows similar warnings from other manufacturers, including Melexis MELE, who reported car makers delaying orders due to overstocking.
