The semiconductor industry is covered in a blanket of snow
Shereen Vaux
- Order activity for semiconductor equipment decreased to a brisk 49 degrees
- The decline continues to moderate
- Memory remains at freezing levels while Subcon/Advanced packaging and Other SOC compute slipped 1 degree
- Everyone is bracing for 4Q22 results to come in to see how steep the market fell in the last quarter of 2022
- Setting up expectations for the coming year
- TechInsights’ CPPI continued to lose ground, slipping nearly 2 points
- DRAM fell
- NAND slipped
- MPUs fell
- Utilization rates are falling across the board
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