Caution dominates decision-making

Shereen Vaux
Shereen Vaux
  • Order activity for semiconductor equipment held at a brisk 49 degrees
    • The decline continues to moderate
  • Memory slipped another degree in freezing levels while Other SOC compute fell two degrees
  • Texas Instruments and Intel were among the major semiconductor companies to report earnings last week
    • Both recording QoQ and YoY declines for revenue
    • Expect similar results from the remaining companies that haven’t reported yet
  • TechInsights’ CPPI continued to lose ground, slipping a point in the last week of January
    • DRAM fell
    • NAND slipped
    • MPUs fell
  • Production is turning downwards so companies can digest inventories

Production and Capacity Plan

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