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    On the Top of the World

    The Chip Insider®

    Semiconductor Equipment Weather Report: September 28, 2021

    Andrea Lati
    On the top of the world
    • Order activity for semiconductor equipment edged higher, jumping past 110 degrees
    • Memory activity jumped by a point while the other segments were relatively flat from the previous week
    • Equipment suppliers will be unable to fulfill all the demand from chipmakers this year due to capacity constraints
    • Equipment suppliers are becoming more bullish about next year
    • Chipmakers are also very positive about their prospects, though they expect shortages to abate next year as more capacity comes online
    • The biggest concern among chipmakers and equipment suppliers are the bottlenecks in various parts of the supply chain that could impact deliveries and demand
    • VLSI's Chip Price Performance continued to trend lower
      • DRAM fell
      • NAND rose
      • MPUs fell
    • Utilization rates are hovering at record levels
    On the top of the world

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