The fog has rolled in.. Shereen Vaux Order activity for semiconductor equipment extended its decline, slipping to 63 degrees All segments trended lower with Memory getting hit the hardest, falling to a new low for the year Memory fundamentals
The fog is starting to roll in Shereen Vaux Order activity for semiconductor equipment extended its decline, slipping to 66 degrees Dipping below the Growth-Decline line for the first time since May 2020 All segments trended lower with Memory getting
Foundry Strategy G. Dan Hutcheson The Chip Insider® Foundry Strategy evolving for a chiplet era: There’s been plenty of foundry coming out efforts in recent months that offer new pictures of what they are up to and how their differentiation
2023 Forecast, When Forecasting fails G. Dan Hutcheson The Chip Insider® 2023 Forecast Update: There were major changes to the 2023 projections in this week’s TCI Graphics file. IC sales are expected to be down 6% and Semi Equipment off 14%, with WFE
Bearish conditions abound Andrea Lati Order activity for semiconductor equipment extended its decline, slipping to 76 degrees While the overall order activity remains in positive territory, it’s gradually approaching the Growth-Decline line Memory
It's cooling off and the leaves are turning yellow Andrea Lati Order activity for semiconductor equipment continued to cool off, slipping by nearly two points in the first week of October All segments ended the week lower as chipmakers grow more
Caution rises as clouds darken the road Andrea Lati Order activity for semiconductor equipment was flat last week with the overall temperature hovering at a warm 80 degrees Activity remains bifurcated with Memory and SOC Consumer slipping into
Worldwide OEM electronics sales are expected to fall nearly 2% this year Updates included are the following: Electronics & Macroeconomy Forecast – V22.10 Diffusion Rates and Historical Ratios and Utilization – V22.10 Worldwide OEM electronics sales
