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    The Chip Insider®

    Semiconductor Equipment Weather Report: March 22, 2021

    Andrea Lati
    • Order activity for semiconductor equipment continued to climb, but at a slightly slower rate than the previous weeks
    • It's very hot out there with overall temperature hitting 99 degrees, a level not seen in several years
    • The visibility horizon for equipment suppliers has extended well into the second half of the year with delivery and equipment availability being the only issues
    • Chipmakers are scrambling to add more capacity as they grapple with shortages that have propagated well beyond the Auto market
    • VLSI's Chip Price Performance moved higher
      • DRAM flat
      • NAND jumped
      • MPUs increased
    • Utilization rates have soared
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