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 levels and isn’t showing any signs of improvement as chipmakers continue to trim utilization rates to digest the built-up inventories
- Digital Consumer and Subcons/Advanced Packaging have dipped to May 2020 levels while Mobile slipped to July 2019 levels
- Macroeconomic headwinds are hurting the consumer markets which is transferring through the entire supply chain
- TechInsights’ Chip Price Performance Index continued to lose ground
- DRAM fell
- NAND fell
- MPUs slid
- Utilization rates are falling across the board
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