How do you track demand shifts for chips when supply is still a mess?

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Trying to figure out actual end-market demand for semiconductors but supply chain noise keeps distorting everything. Anyone have a go-to method for cutting through that?

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Amara Okafor · Answer

I'd lean on sell-through data from distributors rather than sell-in shipments — it cuts out a lot of the double-ordering noise. Pairing that with direct OEM design win tracking and lead time trends (SiliconExpert or similar) gives you a cleaner demand signal. Not perfect, but way more reliable than headline shipment numbers right now.

How do you track demand shifts for chips when supply is still a mess?

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