It's Hot but Supply Constraints Are Holding Up Growth
Andrea Lati
The Chip Insider®
Semiconductor Equipment Weather Report
- Order activity for semiconductor equipment slipped to 113 degrees
- All segments held their ground at record levels, except for Memory where order activity fell for the third straight week
- Memory market is still growing but it's been under a bit of pressure this year and has not performed as strongly as the rest of the market
- The supply chain constraints remain an ongoing issue for equipment suppliers and will likely impact revenue timing in the short term
- However, they appear to be transitory in nature and will not have a meaningful impact for the entire year
- There were no notable changes to the forecasts in March as the data came in line with our expectations
- Semiconductor inventories trended higher as companies continued to increase their inventory buffer due to rising geopolitical tensions
- More macroeconomics risks loom
- TechInsights' Chip Price Performance Index slipped again
- DRAM fell
- NAND flat
- MPUs flat
- Inventories are rising
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