It’s cold out there as we head into Spring

Shereen Vaux
Shereen Vaux
  • Order activity for semiconductor equipment slipped a degree to a brisk 45 degrees
  • All segments remain at temperate temperatures, with the exception for Memory which remains at freezing levels
  • Order activity is covered in a blanket of fog as we are nearly 30 degrees cooler than in October 2022
  • The overall temperature hasn’t been this low since April 2019, however, memory’s temperature hasn’t been this low since April 2009
    • This clearly shows that memory is the primary driver of the current semiconductor downturn
  • TechInsights' CPPI slipped
    • DRAM slipped
    • NAND slipped
    • MPUs flat
  • Electronic Shipments peaked in December due to the holidays

worldwide electronics shipments

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