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    Savoring the Fall Rise

    The Chip Insider®

    Semiconductor Equipment Weather Report: November 1, 2021

    Savoring the Fall Rise
    • Order activity for semiconductor equipment jumped past 110 degrees
    • SOC Mobile and SOC Computing recorded the biggest gains, hitting fresh new highs for the year
    • Intel, TSMC, and Samsung are racing to expand capacity into new nodes next year in order to capture the growth from the industry's secular drivers
    • As a result, Advanced Logic and Foundry spending is expected to increase again in 2022
    • Memory activity continued to trend lower, though it's still expanding
    • Memory manufacturers are encountering some headwinds on the demand side due to component shortages, inventory digestion, and weaker demand in low-end PCs
    • Inventories at chipmakers remain lean but there is a build-up taking place at the electronics OEMs
    • VLSI's Chip Price Performance tumbled
      • DRAM crashed
      • NAND declined
      • MPUs declined
    • Capacity utilization rates remain elevated
    Savoring the Fall Rise

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