It’s cold and foggy…
Shereen Vaux
- Order activity for semiconductor equipment extended its decline, slipping one point to 62 degrees
- Subcons/Advanced packaging was the only segment to increase last week which could be signaling a turn around in business sentiment
- All other segments declined with Memory getting hit the hardest, falling to 2019 levels
- The outlook for equipment suppliers remains uncertain due to the current macroenvironment and geopolitical tensions
- Given this uncertainty, they are expected to decline 13% in 4Q22
- TechInsights’ Chip Price Performance Index continued its downward trend
- DRAM fell
- NAND slipped
- MPUs fell
- Capacity utilization rates are falling across the board
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