It’s red hot out there despite growing concerns about the economic outlook
It’s red hot out there despite growing concerns about the economic outlook Andrea Lati Order activity for semiconductor equipment declined a mere 0.2 points in the third week of May Despite the pullback in the last couple of months, overall activity
Foundries will be the biggest segment for WFE sales for the fourth consecutive year in 2022
Foundries will be the biggest segment for WFE sales for the fourth consecutive year in 2022 WFE Forecast Updates included are the following: Equipment Database: WFE by Application – v22.05 2021 was a great year for WFE sales in Foundry and Memory
The second half is looking solid despite macro concerns
The second half is looking solid despite macro concerns Andrea Lati Order activity for semiconductor equipment held steady at a hot 110 degrees in the second week of May All segments ended the week flat, except for Memory which slipped to a new low
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
TechInsights' Critical Sub-System Driving Forces
TechInsights' Critical Sub-System Driving Forces
Still hot and green but clouds loom...
Still hot and green but clouds loom...
TechInsights' Semiconductor Equipment Report
TechInsights' Semiconductor Equipment Report
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
It's hot but distant clouds threaten the upturn
It's hot but distant clouds threaten the upturn
Spring orders are flitting like butterflies but 2H22 is becoming blurry
Semiconductor Equipment Weather Report