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

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