2023 is starting off with a blizzard

2023 is starting off with a blizzard

Shereen Vaux
Shereen Vaux
  • Order activity for semiconductor equipment continued to decline, falling to a chilly 50 degrees
  • The decline moderated last week with only memory and DAO retracting
  • It should not come as a surprise that Memory is at freezing levels as chipmakers grapple with weak end-demand and severe levels of inventories
  • Memory hasn’t been this low since September 2019
  • Clearly, the memory market is amid a significant downturn, forcing several manufacturers to cut wafer production and CapEx
  • TechInsights’ Chip Price Performance Index continued to lose ground
    • DRAM fell
    • NAND slipped
    • MPUs flat
  • Inventory-to-Billings ratio continues to warn

Semiconductor Inventory

Free Newsletter

Get the latest analysis of new developments in semiconductor market and research analysis.


Subscribers can view the full article in the TechInsights Platform.

 

You must be a subscriber to access the Manufacturing Analysis reports & services.

If you are not a subscriber, you should be! Enter your email below to contact us about access.