Still Hot and Green but Distant Macro Clouds Loom

Andrea Lati
Andrea Lati
The Chip Insider®
  • Order activity for semiconductor equipment continued to trend lower, slipping half a point in the last week of March
  • The slight pullback in the last five weeks has been driven primarily by the memory segment
  • Despite the slight pullback, the overall level of activity remains near record levels
    • This should translate into another strong year for equipment suppliers in 2022
  • Supply chain constraints remain an ongoing issue for equipment suppliers
    • Growth for the equipment market will be weighted more towards the second half of the year
  • The macro outlook is becoming cloudier
    • Increasing interest rates along with soaring energy prices will put negative pressure on economic growth in the second half of the year
  • As semiconductors re-couple with the macroeconomy, the macro headwinds are likely to slow the momentum in the semiconductor market for 2023
  • TechInsights' Chip Price Performance Index declined again
    • DRAM fell
    • NAND rose
    • MPUs rose
    • Shortages and supply chain constraints had an impact on the equipment market in 4Q21

    Manufacturing Analysis

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