Order activity for semiconductor equipment increased to 64 °F. With the holidays right around the corner, order activity for the Mobile and Consumer segments are increasing.
How much longer do you think this downturn will last? Actually, the downturn has been over for some time. It just doesn't feel that way, because Perceptions lag market turns by 6 to 12 months ... call it recognition latency.
The Chip Insider® - As you know, McKinsey has talked up how huge the AI market will be in the future. They project it could be on a scale of trillions of dollars with the high end matching the GDP of today’s Germany ($4.4T).