It's hot and humid but distant clouds threaten the upturn

Andrea Lati
Andrea Lati
  • Order activity for semiconductor equipment held steady at a hot 110 degrees in the last week of May
  • Equipment demand remains red hot and is not showing any signs of abating anytime soon
  • The challenge for equipment manufacturers remains on the supply side where shortages and constraints on various parts of the supply chain continue to hamper tool shipments
  • Chipmakers and electronics OEMs are also facing similar supply chain issues
  • At the macro level, soaring energy prices are likely to keep inflation elevated, denting consumer spending and economic growth while also forcing central banks to tighten their monetary policy further
  • The outlook for 2023 is becoming more uncertain, especially for the electronics market and ICs
  • TechInsights’ Chip Price Performance Index continued to trend lower, but at a slower rate
    • DRAM fell
    • NAND flat
    • MPUs declined
    • Utilization rates remain elevated

    Capacity Utilization Rates

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