It’s cold and gloomy Shereen Vaux Order activity for semiconductor equipment continued to decline, falling to 56 degrees The decline accelerated last week with all segments losing 2 or more degrees Major chipmakers are cutting utilization, particularly at the leading-edge, as end demand continues to shrink Memory is at a chilly 36 degrees and isn’t […]
It’s cold and gloomy
Shereen Vaux
Order activity for semiconductor equipment continued to decline, falling to 56 degrees
The decline accelerated last week with all segments losing 2 or more degrees
Major chipmakers are cutting utilization, particularly at the leading-edge, as end demand continues to shrink
Memory is at a chilly 36 degrees and isn’t showing any signs of improvement
SOC Compute fell 5 degrees, marking the largest decline this week
Demand has stalled, resulting in less order activity
Macroeconomic headwinds continue to hurt consumer markets
TechInsights’ Chip Price Performance Index extended its decline
DRAM fell
NAND slipped
MPUs slipped
Utilization is falling across all wafer sizes
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