Storm clouds are starting to roll in

Shereen Vaux
Shereen Vaux
  • Order activity for semiconductor equipment extended its decline, slipping to 59 degrees
  • The decline is moderating but all segments are still trending lower
    • Overall activity hasn’t been this low since April 2020
  • Memory has fallen to October 2019 levels and isn’t showing any signs of improvement as chipmakers continue to trim utilization rates to digest the built-up inventories
  • Digital Consumer and Subcons/Advanced Packaging have dipped to May 2020 levels while Mobile slipped to July 2019 levels
  • Macroeconomic headwinds are hurting the consumer markets which is transferring through the entire supply chain
  • TechInsights’ Chip Price Performance Index continued to lose ground
    • DRAM fell
    • NAND fell
    • MPUs slid
  • Utilization rates are falling across the board

Capacity Utilization Rates

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