Inventories and R&D kept in line with sales

Billon-dollar buyers are kept waiting.

December 11, 2024

Andy Patrizio

In Q1, Nvidia’s sales rose, while other semiconductor companies experienced a decline. By Q3, these companies saw improved results but kept expenditures in check, leading to a slight decline in R&D and inventory-to-sales ratios. Data center sales have been steady, despite some delays in deliveries from Nvidia due to high demand. The impact of potential tariffs on data center sales is expected to be minimal, as most components are not made in China.In Q1, with Nvidia being the only company with rising sales, the other semiconductor companies had a down quarter and weren’t too excited about the next quarter. Their

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Inventories and R&D kept in line with sales

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