It's hot and humid but distant clouds threaten the upturn Andrea Lati Order activity for semiconductor equipment held steady at a hot 110 degrees in the last week of May Equipment demand remains red hot and is not showing any signs of abating anytime
It’s red hot out there despite growing concerns about the economic outlook Andrea Lati Order activity for semiconductor equipment declined a mere 0.2 points in the third week of May Despite the pullback in the last couple of months, overall activity
Foundries will be the biggest segment for WFE sales for the fourth consecutive year in 2022 WFE Forecast Updates included are the following: Equipment Database: WFE by Application – v22.05 2021 was a great year for WFE sales in Foundry and Memory
The second half is looking solid despite macro concerns Andrea Lati Order activity for semiconductor equipment held steady at a hot 110 degrees in the second week of May All segments ended the week flat, except for Memory which slipped to a new low
SEMI ISS, Anne Kelleher, Moore's Law G. Dan Hutcheson The Chip Insider® SEMI ISS: I have to say that 2022's conference was the best ever and I wasn't the only one who felt that way. It had record attendance and attendees were not disappointed. Maybe
China and Russia down G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 3% W/W in the 1st week of 2Q22. Sales are closing in on 2021 levels. The IC weather cooled another 4°F last week. Zooming in on NAND growth this week, 13