Waiting for the tide to turn

Waiting for the tide to turn

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