All eyes are focused on 2023

All eyes are focused on 2023

Andrea Lati
Andrea Lati
  • Order activity for semiconductor equipment continued to cool off, dropping by half a point to 83 degrees
  • SOC Mobile, SOC Compute, and DAO are keeping the overall order activity in positive territory
    • More than offsetting the weakness in Memory, SOC Consumer, and Subcon/Adv. Packaging
  • Within the equipment market there is bifurcation between WFE and the Back-end
    • WFE continues to grow despite weaker consumer demand
  • On the other hand, Test & Assembly are feeling the impact of a weaker demand backdrop with sales expected to decline meaningfully in the second half of the year
  • TechInsights’ Chip Price Performance Index plunged
    • DRAM declined
    • NAND slipped
    • MPUs fell
  • Equipment orders are starting to turn down but remain at high levels

WW-Semi-Equip

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.