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    Calmly Building Next Year's Nest

    The Chip Insider®

    Semiconductor Equipment Weather Report: October 19, 2021

    Andrea Lati
    Calmly Building Next Year's Nest
    • There was no discernable change in the order activity for semiconductor equipment, which held steady at a hot 110 degrees
    • Memory activity slipped by another point but the decline was offset by SOC Mobile, which jumped higher
    • Equipment suppliers continue to see a very strong level of activity and expect 2022 to be another good year for them
    • On the IC side, Memory manufacturers are seeing some headwinds-which was expected given the trend of the CPPI
    • The non-memory side of the market remains strong
    • Chipmakers in general are becoming a bit more cautious due to ongoing supply chain disruptions and rising macroeconomic pressures, especially on the inflation front
    • There were no notable changes made to the forecasts in October as most of the data came within our expectations
    • VLSI's Chip Price Performance resumed its decline
      • DRAM fell
      • NAND rose
      • MPUs declined
    • Semiconductor Inventories are trending higher
    Calmly building next year's nest

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