Still Hot and Green but Distant Macro Clouds Loom

Andrea Lati
Andrea Lati
The Chip Insider®
  • Order activity for semiconductor equipment continued to roll over—albeit gently—to a still-hot 110 degrees
    • Memory and SOC Consumer led the decline while the other segments were flat from the previous week
  • Memory manufacturers have been more cautious about spending this year due to rising inventories and increased pricing pressures, especially in the DRAM market
  • Activity in the non-memory segments remains red hot as end-demand continues to outpace supply
  • TechInsights’ Chip Price Performance Index continued to flash warning signs
    • DRAM crashed
    • DRAM crashed
    • DRAM crashed
  • Inventories are at an all-time high

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