There's still plenty of light but it's cooling and clouds loom...

Andrea Lati
Andrea Lati
  • Order activity for semiconductor equipment tumbled five points in the last week of June as chipmakers continued to grow increasingly cautious about their near-term prospects
  • The macroeconomic environment has deteriorated over the last few months as Central Banks tighten the money supply to reign in surging inflation
  • Consumer electronics demand in particular has been falling considerably due to high inflation, which is eroding consumers’ purchasing power
  • The memory market is finally entering into an inventory correction phase, which will weigh on ASPs and sales in the coming quarters
  • As a result, much of the capex will be technology-upgrades related rather than capacity-expansion related
  • TechInsights’ Chip Price Performance Index continued to lose ground at a rapid rate
    • DRAM fell
    • NAND tumbled
    • MPUs fell
  • Inventories are building up

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