Visibility is low as the storm intensifies
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Visibility is low as the storm intensifies Shereen Vaux Order activity for semiconductor equipment held at a chilly 50 degrees The decline has moderated over the last few weeks with most segments remaining unchanged The December data from the Taiwanese manufacturers was negative across the board sequentially, with the exception of MediaTek which increased 7% […]
Visibility is low as the storm intensifies
Shereen Vaux
- Order activity for semiconductor equipment held at a chilly 50 degrees
- The decline has moderated over the last few weeks with most segments remaining unchanged
- The December data from the Taiwanese manufacturers was negative across the board sequentially, with the exception of MediaTek which increased 7%
- However, MediaTek was down 16% YoY
- TSMC was down on a monthly basis, though they have not had a negative YoY month since May 2019
- The decline for Subcons accelerated in December, declining 12% MoM and 10% YoY
- Looking at Memory, Nanya declined 13% from the previous month and down a whopping 65% YoY
- TechInsights’ CPPI continued to lose ground, slipping 0.6 points in the second week of January
- DRAM fell
- NAND flat
- MPUs flat
- Production cuts are happening in order to digest the inventory build-up
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