It’s hot and humid but distant clouds threaten the upturn

Article By :

It’s hot and humid but distant clouds threaten the upturn Andrea Lati Order activity for semiconductor equipment held steady at a hot 110 degrees in the last week of May Equipment demand remains red hot and is not showing any signs of abating anytime soon The challenge for equipment manufacturers remains on the supply side […]

It’s hot and humid but distant clouds threaten the upturn

Andrea Lati
Andrea Lati

  • Order activity for semiconductor equipment held steady at a hot 110 degrees in the last week of May
  • Equipment demand remains red hot and is not showing any signs of abating anytime soon
  • The challenge for equipment manufacturers remains on the supply side where shortages and constraints on various parts of the supply chain continue to hamper tool shipments
  • Chipmakers and electronics OEMs are also facing similar supply chain issues
  • At the macro level, soaring energy prices are likely to keep inflation elevated, denting consumer spending and economic growth while also forcing central banks to tighten their monetary policy further
  • The outlook for 2023 is becoming more uncertain, especially for the electronics market and ICs
  • TechInsights’ Chip Price Performance Index continued to trend lower, but at a slower rate
    • DRAM fell
    • NAND flat
    • MPUs declined
    • Utilization rates remain elevated

    Capacity Utilization Rates

Free Newsletter

Get the latest analysis of new developments in semiconductor market and research analysis.


Subscribers can view the full article in the TechInsights Platform.

 

You must be a subscriber to access the Manufacturing Analysis reports & services.

If you are not a subscriber, you should be! Enter your email below to contact us about access.

*/

Leave a comment