Temperatures are cooling as the summer fog rolls in

Andrea Lati
Andrea Lati
  • Order activity for semiconductor equipment continued to cool, falling by another three points in the fourth week of June
  • Memory and SOC Consumer segments are driving much of the pullback with temperatures slipping into the 80-degree range
  • These segments are encountering some headwinds due to slower end-demand and rising levels of inventories
  • Memory manufacturers in particular have been building more inventories over the last few quarters in hopes of demand improvement and also to maintain pricing stability
  • While memory manufacturers are still holding firm to their orders, we could see some pushouts due to the rapid changes in market conditions
  • TechInsights’ Chip Price Performance Index sent more warning signals
    • DRAM tumbled
    • NAND plunged
    • MPUs flat
  • Planned additions are on the rise

Production and Capacity Plan

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