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