The outlook is gloomy as we head into 2023

Shereen Vaux
Shereen Vaux
  • Order activity for semiconductor equipment continued to decline, falling to 52 degrees
  • The November data from the Taiwanese manufacturers was mixed
  • TSMC continues to increase sales to record levels; this will likely worsen the excess inventories in the supply chain
  • Subcon sales have decelerated significantly in November with sales down 6% from the previous month
  • Turning to memory, Nanya sales were flat from the previous month, however they were down a massive 62% from November 2021
  • On the Fabless side, MediaTek continues to slow, down 20% on yearly basis
  • There were some changes to the forecast in November. IC sales and units for 2022 were lowered to 4% as the last quarter is coming in slightly lower than anticipated
  • Electronics and Equipment forecasts for 2022 and 2023 remain unchanged
  • TechInsights’ Chip Price Performance Index extended its decline
    • DRAM fell
    • NAND flat
    • MPUs flat
  • Production is turning lower

Production and Capacity Plan

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