Business is in Full Bloom

    The Chip Insider®

    Semiconductor Equipment Weather Report: January 22, 2021

    Andrea Lati
    Business is in Full Bloom
    • Order activity for semiconductor equipment surged nearly four points in the third week of January, hitting a hot 87 degrees
    • All segments recorded strong gains led by SOC Mobile and Computing.
    • Demand for semiconductor equipment remains robust as chipmakers grapple with tight capacity and IC shortages.
    • There were some notable changes made to the forecasts in January
    • Equipment forecast for 2021 has been upgraded from 6% to 12% due to stronger than expected demand
    • The semiconductor forecast has also been upgraded from 8% to 11%
    • Electronics sales forecast remained unchanged at 6%.
    • VLSI's Chip Price Performance Index turned hot
      • DRAM surged
      • NAND flat
      • MPUs rose
    • IC inventories are improving
    Business is in Full Bloom

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