2025-05-30 - Subsystem and OEM Inventory

Dive into our CSUB Inventory Report—track quarterly inventory trends across subsystems and OEMs, segmented by industry, tool type, materials, and subsystem categories.

This report reviews both top-line and segmented inventory for Critical subsystems (CSUBs) and OEMs. We break it down by industry, tool type, SEMI, FPD, and PV. We collect data throughout the year on public companies and analyze over 160 total companies that supply the subsystem market. Our analysis process combines historical data, econometric modeling, bottom-up and top-down analysis of the supply chain, industry interviews, and analyst expertise. This report focuses on quarterly spending on inventory from subsystems and OEMs. It's segmented by raw materials, spares, work-in-progress (WIP), and finished goods. We also include a breakdown of inventory by subsystem type, which includes fluid management, integrated process diagnostics (IPD), power and reactive gas, thermal management, vacuum, wafer handling, integrated, and others.