Caution is on the rise

Andrea Lati
Andrea Lati
  • Order activity for semiconductor equipment continued to cool off slipping, to 80 degrees
  • The decline in the overall activity has moderated in the last few weeks, but it remains bifurcated
  • Memory activity hit another low last week and it is now firmly in contraction territory
  • The other largest segments, SOC Mobile and SOC Compute, held their ground at a warm 88 degrees keeping the overall order activity in positive territory
  • Electronics forecast was downgraded from +2 to -2% due to a challenging 2H22, especially in the consumer-centric markets
  • Equipment and Semiconductors forecasts for 2022 and 2023 remained unchanged
  • TechInsights’ Chip Price Performance Index continued to lose ground
    • DRAM slid
    • NAND declined
    • MPUs declined
  • Equipment orders are rolling over

WW-Semiconductor Equipment Markets

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