It's always the darkest before dawn

Shereen Vaux
Shereen Vaux

Order activity for semiconductor equipment held at a cold 43˚. There was no discernable change in activity among segments last week, as visibility for equipment suppliers remains limited. There were some notable changes made to our forecasts this month. The weakness we’ve seen in Memory is starting to bleed into the other segments, albeit not at the magnitude we see in memory.

Current Forecast

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