The fog is clouding visibility
Shereen Vaux
- Order activity for semiconductor equipment continued to cool off slipping, to 60 degrees
- The decline in the overall activity is starting to level off but remains below the Growth Decline Line
- All segments trended lower with Memory continuing to get hit the hardest
- There were some minor changes made to the forecasts in November, however most of the data came in within our expectations
- Electronics 2022 forecast was upgraded from -2% to -0.7% due to a better than expected 3Q22
- TechInsights’ Chip Price Performance Index continued to lose ground
- DRAM slipped
- NAND slipped
- MPUs fell
- Hyperscale Fabless CapEx hit an all time high in 3Q22
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