Temperatures are cooling off, but the path is still clear

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Temperatures are cooling off, but the path is still clear Andrea Lati Order activity for semiconductor equipment continued to trend down, slipping to 89 degrees The rate of decline has moderated in the last two weeks following a steep drop in June The sentiment at SEMICON West was positive Equipment manufacturers continue to see a […]

Temperatures are cooling off, but the path is still clear

Andrea Lati
Andrea Lati

  • Order activity for semiconductor equipment continued to trend down, slipping to 89 degrees
  • The rate of decline has moderated in the last two weeks following a steep drop in June
  • The sentiment at SEMICON West was positive
  • Equipment manufacturers continue to see a strong demand environment
  • Although the macro headwinds are a concern for 2023, they’re not having any impact on the equipment market so far
  • The biggest challenge for equipment suppliers remains the supply chain constraints
  • While these constraints are not getting worse, they’re not improving fast enough to drive the big growth that we were expecting in 2H22 to hit our forecast of 18%
  • As a result, we are lowering the equipment forecast to 13% for 2022
  • The deferred revenues of 2022 will roll into next year, boosting semiconductor equipment growth by nearly 4 points to +5%.
  • TechInsights’ Chip Price Performance Index tumbled
    • DRAM plunged
    • NAND plunged
    • MPUs fell
  • Utilization rates remain high

Capacity Utilization Rates

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