Storm clouds are starting to roll in
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Storm clouds are starting to roll in Shereen Vaux Order activity for semiconductor equipment extended its decline, slipping to 59 degrees The decline is moderating but all segments are still trending lower Overall activity hasnt been this low since April 2020 Memory has fallen to October 2019 levels and isnt showing any signs of improvement […]
Storm clouds are starting to roll in
Shereen Vaux
- Order activity for semiconductor equipment extended its decline, slipping to 59 degrees
- The decline is moderating but all segments are still trending lower
- Overall activity hasnt been this low since April 2020
- Memory has fallen to October 2019 levels and isnt showing any signs of improvement as chipmakers continue to trim utilization rates to digest the built-up inventories
- Digital Consumer and Subcons/Advanced Packaging have dipped to May 2020 levels while Mobile slipped to July 2019 levels
- Macroeconomic headwinds are hurting the consumer markets which is transferring through the entire supply chain
- TechInsights Chip Price Performance Index continued to lose ground
- DRAM fell
- NAND fell
- MPUs slid
- Utilization rates are falling across the board
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