Waiting for the tide to turn

Shereen Vaux
Shereen Vaux
  • Order activity for semiconductor equipment held at a chilly 46 degrees
  • Memory and SOC Mobile were the only subsegments to fall a degree
  • Memory activity is stuck at freezing levels
    • The positive is that the decline in memory pricing is slowing as production cuts are helping reign in oversupply
  • TechInsights' CPPI slipped
    • DRAM slipped
    • NAND slipped
    • MPUs eked out a gain
  • Semiconductor Equipment orders have been falling while revenues remain healthy due to large backlogs

W.W. Semiconductor equipment markets

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