TechInsights Critical Sub-systems Graphics file on Platform

Updated CSUBS Graphics file is now available:

• Driving Forces
  • Misc. Reports
    • CSUBS Graphics 220927
      • CSUBS, Equipment, Macroeconomic quarterly
      • CSUBS, Equipment sales forecast annual
      • Supply Chain revenues and diffusion rates
      • TechInsight’s spot market CPPI
      • IC inventories
      • Fab utilization and capacity by wafer size
      • Fab utilization and capacity by node
      • Semi Equipment utilization
      • Semi production equipment orders, revenues
      • Silicon Revenue
      • Semiconductor production and capacity
      • IC market revenue and units

2022 will be a strong year for Critical Sub-systems with revenues increasing 15%. However, the backdrop for 2023 is becoming more challenging due to growing pressures at the macro level stemming from high inflation, rising interest rates, and mounting geopolitical tensions. These factors, couple with excess levels of inventories, are taking a toll on semiconductor demand. As a result, equipment and subsystem sales will decline in 2023.