Waiting for the tide to turn
Shereen Vaux
- Order activity for semiconductor equipment held at a chilly 46 degrees
- Memory and SOC Mobile were the only subsegments to fall a degree
- Memory activity is stuck at freezing levels
- The positive is that the decline in memory pricing is slowing as production cuts are helping reign in oversupply
- TechInsights' CPPI slipped
- DRAM slipped
- NAND slipped
- MPUs eked out a gain
- Semiconductor Equipment orders have been falling while revenues remain healthy due to large backlogs
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