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.