Supplier revenue will fall to $105 billion instead of the expected $115 billion.
Recently, Intel management officially admitted that it prefers to postpone for at least two years the construction of chip production plants in Germany and their packaging in Poland. Accordingly, the company will need less specialized equipment. Samsung is also in no hurry to equip its new enterprise in Texas with equipment, and in its homeland it is faced with a revision of priorities in production policy. All this allows experts Cantor Fitzgerald assume that demand for chip manufacturing equipment next year will be lower than originally expected.
Image Source: Samsung Electronics
In monetary terms, this will result in a reduction in revenue from the sale of equipment for the production of chips from $115 to $105 billion at the end of next year. Experts even lowered their forecast for 2026 to the lower limit of the range between $115 and $125 billion. In addition to the “decreased appetite” of Intel and Samsung, the decline in demand in this segment will be influenced by the situation in the NAND memory market and the expansion of US sanctions against Chinese chip manufacturers. Representatives of Cantor still believe that it will become more difficult for the latter to buy equipment of foreign origin necessary for work.
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