It's cold and visibility hit a new low (February update)
Shereen Vaux
- Order activity for semiconductor equipment slipped to a chilly 46 degrees
- All segments, with the exception of Other SOC compute and DAO, slipped a degree last week with memory falling even further into freezing temperatures
- There were some notable changes made to our forecasts this month.
- Semiconductor Equipment for 2023 was upgraded to -12.7% from -14.5%
- Equipment orders have been falling but the backlogs are at extremely high levels and are propelling sales slightly higher
- ICs came in slightly lower in 2022 than our forecast and this weakness is continuing into 2023
- We now forecast 2023 IC sales to decrease 7.6% and units to decrease 1.2%
- Lastly, 2023 OEM Electronics sales are now expected to decrease 2.2%, an upgrade from -4.1% last month
- Semiconductor Equipment for 2023 was upgraded to -12.7% from -14.5%
- TechInsights' CPPI continued to decrease
- DRAM fell
- NAND flat
- MPUs slipped
- Hyperscale Fabless CapEx jumped 5% YoY in 4Q22
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