It's cold and visibility hit a new low (February update)

Shereen Vaux
Shereen Vaux
  • Order activity for semiconductor equipment slipped to a chilly 46 degrees
  • All segments, with the exception of Other SOC compute and DAO, slipped a degree last week with memory falling even further into freezing temperatures
  • There were some notable changes made to our forecasts this month.
    • Semiconductor Equipment for 2023 was upgraded to -12.7% from -14.5%
      • Equipment orders have been falling but the backlogs are at extremely high levels and are propelling sales slightly higher
    • ICs came in slightly lower in 2022 than our forecast and this weakness is continuing into 2023
      • We now forecast 2023 IC sales to decrease 7.6% and units to decrease 1.2%
    • Lastly, 2023 OEM Electronics sales are now expected to decrease 2.2%, an upgrade from -4.1% last month
  • TechInsights' CPPI continued to decrease
    • DRAM fell
    • NAND flat
    • MPUs slipped
  • Hyperscale Fabless CapEx jumped 5% YoY in 4Q22

Hyperscale Fabless CapEx

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