The fog is clouding visibility

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The fog is clouding visibility Shereen Vaux Order activity for semiconductor equipment continued to cool off slipping, to 60 degrees The decline in the overall activity is starting to level off but remains below the Growth Decline Line All segments trended lower with Memory continuing to get hit the hardest There were some minor changes […]

The fog is clouding visibility

Shereen Vaux
Shereen Vaux

  • Order activity for semiconductor equipment continued to cool off slipping, to 60 degrees
  • The decline in the overall activity is starting to level off but remains below the Growth Decline Line
  • All segments trended lower with Memory continuing to get hit the hardest
  • There were some minor changes made to the forecasts in November, however most of the data came in within our expectations
    • Electronics 2022 forecast was upgraded from -2% to -0.7% due to a better than expected 3Q22
  • TechInsights Chip Price Performance Index continued to lose ground
    • DRAM slipped
    • NAND slipped
    • MPUs fell
  • Hyperscale Fabless CapEx hit an all time high in 3Q22

Hyperscale Fabless CapEx

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