Order activity remains frigid
Shereen Vaux
Order activity for semiconductor equipment held at a cold 42°. SoC Mobile and SoC Digital Consumer continued to weaken. Subcon/Advanced Packaging hit a new low for the year as visibility remains low. Memory activity remained in a deep freeze as supplier losses continued to mount. The current production cuts will help restore stability in the second half of the year; however, we expect more price declines in Q2 given the magnitude of inventories at suppliers.
Free Newsletter
Get the latest analysis of new developments in semiconductor market and research analysis.
Subscribers can view the full article in the TechInsights Platform.
You must be a subscriber to access the Manufacturing Analysis reports & services.
If you are not a subscriber, you should be! Enter your email below to contact us about access.
