Order activity increased for the first time this year

Shereen Vaux
Shereen Vaux

Order activity for semiconductor equipment increased for the first time this year to 40°. The increase was driven by Other SoC, which jumped nearly 4°. Generative AI has been gaining a lot of traction this quarter as underlined by Nvidia’s outlook. The company raised their guidance by a whopping $4B for 2Q23 thanks to strong demand from cloud service providers (CSPs), who have shifted their spending profile to AI-based servers. As a result, Logic sales are expected to fare better in 2023.

Global chip trend

Free Newsletter

Get the latest analysis of new developments in semiconductor market and research analysis.

Subscribers can view the full article in the TechInsights Platform.


You must be a subscriber to access the Manufacturing Analysis reports & services.

If you are not a subscriber, you should be! Enter your email below to contact us about access.

The authoritative information platform to the semiconductor industry.

Discover why TechInsights stands as the semiconductor industry's most trusted source for actionable, in-depth intelligence.