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    It's Still Red Hot Out There

    The Chip Insider®

    Semiconductor Equipment Weather Report: August 31, 2021

    Andrea Lati
    It's still red hot out there
    • There was no discernable change in the order activity for semiconductor equipment as temperatures held steady at a hot 109 degrees
    • Equipment suppliers are scrambling to add more capacity as equipment availability remains a major issue for chipmakers
    • These constraints, however, should extend the runway for equipment suppliers for at least another year
    • Chipmakers are also running flat out and they are raising prices due to ongoing constraints and rising costs
    • VLSI's Chip Price Performance continued to lose ground
      • DRAM plunged
      • NAND rose
      • MPUs flat
    • Planned capacity additions are on the rise
    It's still red hot out there

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