Certify Alexametrics gif

    Flying into the New Year

    The Chip Insider®

    Semiconductor Equipment Weather Report: December 14, 2021

    Andrea Lati
    Flying into the New Year
    • Order activity for semiconductor equipment held steady at a hot 112 degrees
    • Equipment suppliers are ending 2021 with strong momentum with the visibility extending well into the second half of next year
    • The strength in activity is broad-based; however, advanced logic and foundry are expected to be the hottest sectors again in 2022
    • Equipment forecast for 2021 was trimmed from 40% to 35% due to some revisions in 1H21's market sizing and also because supply chain issues in 2H21 have impacted delivery times, resulting in lower-than-expected sales
    • These missed shipments will be recouped next year, giving 2022 an additional boost
    • Equipment sales in 2022 are projected to increase 20%, up from 15% in the previous update
    • VLSI's Chip Price Performance continued to gain more traction
      • DRAM increased
      • NAND flat
      • MPUs flat
    • Hyperscale Fabless Capex soared 36% in 3Q21
    Flying into the New Year

    Click here to get more information about Semiconductor Chip Market Research Services
    Views: 407

    Semiconductor sales started their normSemiconductor Equipment sales remained