Visibility remains low as we enter 2H23 (June Update)
Shereen Vaux
Order activity for semiconductor equipment increased but remains at a cold 42 °F. There were some notable changes made to our forecasts this month. ICs were upgraded; sales are now projected to fall 14% due to the improvement in the ASP mix (mainly in Logic). Total IC ASPs are now only falling 5%. This ASP improvement is giving 2024 IC sales a boost as well, sales are now expected to grow 13% next year. Electronic sales were downgraded this year to -3%. The Semiconductor Equipment Forecast remains unchanged.
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