Storm clouds are starting to roll in

Storm clouds are starting to roll in Shereen Vaux Order activity for semiconductor equipment extended its decline, slipping to 59 degrees The decline is moderating but all segments are still trending lower Overall activity hasn’t been this low since April 2020 Memory has fallen to October 2019
30Nov

Disruptive Event - YMTC 232L TLC 3D NAND

Download this disruptive event brief to get detailed die images of Xtacking 3.0, further information about our planned analysis, and a comparison table showing YMTC’s three most recent solutions, 128L CDT1B (August 2021), 128L CDT2A (November 2022), and 232L EET1A.
29Nov

The fog is clouding visibility

The fog is clouding visibility Shereen Vaux Order activity for semiconductor equipment continued to cool off slipping, to 60 degrees The decline in the overall activity is starting to level off but remains below the Growth Decline Line All segments trended lower with Memory continuing to get hit the
23Nov