Foundry & IDM Capital Expenditures 4Q2022

Foundry & IDM Capital Expenditures 4Q2022 Shereen Vaux 2023 is going to be a down year for semiconductor spending. Chipmakers have caught up to demand and the inventory buildup turns from a tailwind in 1H22 into a headwind in 2H22 and continues into 1H23 recession. Memory suppliers are cutting their
09Dec

It's cold and gloomy

It's cold and gloomy Shereen Vaux Order activity for semiconductor equipment continued to decline, falling to 56 degrees The decline accelerated last week with all segments losing 2 or more degrees Major chipmakers are cutting utilization, particularly at the leading-edge, as end demand continues to
05Dec