Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management
Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market. However, in the memory sector, IC distributors have experienced a price increase in the second quarter of 2025. Coupled with short-term restocking momentum driven by impending tariff benefits expiration, this has triggered a wave of inventory buildup across the supply chain. Nevertheless, outlooks for the second half of the year remain conservative.