Caution prevails as dark clouds linger

Shereen Vaux
Shereen Vaux
  • Order activity for semiconductor equipment dropped to a chilly 48
    • SOC Mobile and Digital Consumers dropped a degree in cool conditions
    • Memory activity is stuck at freezing levels
  • Many Semiconductor companies have been reporting elevated inventory levels and the data supports this claim
    • Particularly for the memory manufacturers
  • Many manufacturers are expecting 1Q23 will be the peak for inventory levels
    • This expectation will rely heavily on consumer sentiment to boost demand
  • TechInsights’ CPPI slipped last week
    • DRAM slipped
    • NAND flat
    • MPUs flat
  • Inventory to Billings ratio is soaring

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.

Sign up for latest analysis, news and insights from TechInsights!

Stay informed about TechInsights’ products, services, and events. Email collection adheres to TechInsights’ Privacy Policy.

Revealing the innovations others cannot inside advanced technology products
Contact

General Inquiries

1-888-666-8888

1891 Robertson Rd #500, Nepean, ON K2H 5B7