Uncertainty Persists as we Head to 2024
Author: Shereen Vaux
Order activity for semiconductor equipment held at 64 °F. Within the segments, memory fundamentals continue to improve, underscored by Micron's increased guidance.
Equipment manufacturers are ending the year on a stronger footing than originally feared; however, the market is bifurcated. Wafer Fab Equipment is increasing this year, thanks to soaring Lithography and Ion Implant sales, while Assembly and Test are on track to fall by double-digits in 2023.
