All eyes are focused on 2023
Andrea Lati
- Order activity for semiconductor equipment continued to cool off, dropping by half a point to 83 degrees
- SOC Mobile, SOC Compute, and DAO are keeping the overall order activity in positive territory
- More than offsetting the weakness in Memory, SOC Consumer, and Subcon/Adv. Packaging
- Within the equipment market there is bifurcation between WFE and the Back-end
- WFE continues to grow despite weaker consumer demand
- On the other hand, Test & Assembly are feeling the impact of a weaker demand backdrop with sales expected to decline meaningfully in the second half of the year
- TechInsights’ Chip Price Performance Index plunged
- DRAM declined
- NAND slipped
- MPUs fell
- Equipment orders are starting to turn down but remain at high levels
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