The fog is clouding visibility

Shereen Vaux
Shereen Vaux
  • Order activity for semiconductor equipment continued to cool off slipping, to 60 degrees
  • The decline in the overall activity is starting to level off but remains below the Growth Decline Line
  • All segments trended lower with Memory continuing to get hit the hardest
  • There were some minor changes made to the forecasts in November, however most of the data came in within our expectations
    • Electronics 2022 forecast was upgraded from -2% to -0.7% due to a better than expected 3Q22
  • TechInsights’ Chip Price Performance Index continued to lose ground
    • DRAM slipped
    • NAND slipped
    • MPUs fell
  • Hyperscale Fabless CapEx hit an all time high in 3Q22

Hyperscale Fabless CapEx

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