While Order Activity Remains Cold, Improvements Abound
Order activity for semiconductor equipment jumped to 53 °F, and it continues to get a boost from the uptick in demand from generative AI where CoWoS capacity remains a bottleneck. August sales are in from Nanya, and signs are pointing to an improvement for memory, even though it remains incredibly low. We expect these monthly improvements to continue into next year as memory manufacturers continue to cut spending, reduce production, and undership to customers, which is working down inventories and helping restore balance to the supply chain.
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