The second half is looking solid despite macro concerns

Andrea Lati
Andrea Lati
  • Order activity for semiconductor equipment held steady at a hot 110 degrees in the second week of May
  • All segments ended the week flat, except for Memory which slipped to a new low for the year
  • Activity in the non-memory segments remains red hot as end-demand continues to outpace supply
  • There were no notable changes to the forecasts in May as the data came in line with our expectations
  • Semiconductor inventories jumped higher as companies continued to increase their inventory buffer due to ongoing supply chain constraints
  • Meanwhile, macroeconomics risks are looming
    • Increasing interest rates along with soaring energy prices will put negative pressure on economic growth in the second half of the year
  • TechInsights’ Chip Price Performance Index continued to trend lower
    • DRAM tumbled
    • NAND flat
    • MPUs flat
  • Hyperscale Fabless Capex surged 27% YoY in 1Q22

Hyperscale Fabless Capex

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