Order Activity is Improving, Despite the Cold Temperatures

Order Activity is Improving, Despite the Cold Temperatures Shereen Vaux Order activity for semiconductor equipment increased to 54 °F; generative AI remains a bright spot as capacity constraints remain for CoWoS. August sales are in from the remaining Taiwanese manufacturers and the results are
13Sep

While Order Activity Remains Cold, Improvements Abound

While Order Activity Remains Cold, Improvements Abound Shereen Vaux 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
12Sep