Order activity edged higher as visibility remains limited
Order activity for semiconductor equipment edged higher but remains at a cold 41 °F. The increase was driven by Subcon/Advanced Packaging and DAO (Discrete, Analog, and Other). Activity in the Advanced Packaging space has picked up recently to support the strong demand for AI. May sales from the Taiwanese companies showed an improvement over April but the comparisons over last year remain challenging. Semiconductor Equipment Orders have dipped below Semiconductor Equipment Revenues.
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