Still Hot and Green but Distant Macro Clouds Loom
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
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