Still Hot and Green but Distant Macro Clouds Loom
Andrea Lati
The Chip Insider®
- Order activity for semiconductor equipment continued to roll over—albeit gently—to a still-hot 110 degrees
- Memory and SOC Consumer led the decline while the other segments were flat from the previous week
- Memory manufacturers have been more cautious about spending this year due to rising inventories and increased pricing pressures, especially in the DRAM market
- Activity in the non-memory segments remains red hot as end-demand continues to outpace supply
- TechInsights’ Chip Price Performance Index continued to flash warning signs
- DRAM crashed
- DRAM crashed
- DRAM crashed
- Inventories are at an all-time high
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