2025-08-29 - Second Quarter Inventory Update: OEMs and Critical Subsystems

Discover Q2 inventory insights with analysis of 160+ subsystem suppliers, OEM trends, and market drivers—backed by data, modeling, and expert visuals.

These reports align closely with their Excel counterparts, summarizing key findings and offering market insights. Throughout the year, we gather data on public companies and assess over 160 suppliers within the subsystem market. Our methodology integrates historical data, econometric modeling, and both bottom-up and top-down supply chain analysis, supplemented by industry interviews and expert insights. Each report is accompanied by graphs, presenting a visual narrative. The summaries highlight CSUB's devices, market drivers, subsystem and OEM inventory, graphics, pedestal heaters, abatement processes, CMP, electrostatic chucks (ESC), elastomer seals, ceramics, Silicon (Si), silicon carbide (SiC), and quartz.