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    The Industry Is Soaring but Carries a Tether of Caution

    The Chip Insider®

    Semiconductor Equipment Weather Report: October 11, 2021

    Andrea Lati
    The Industry Is Soaring but Carries a Tether of Caution
    • Order activity for semiconductor equipment hovered at a hot 110 degrees
    • Memory activity declined by nearly a point while the other segments finished the week nearly flat
    • Equipment suppliers continue to see a very strong level of activity which is why they expect 2022 to be another solid year for them
    • Chipmakers are also running flat-out but they're becoming a bit more cautious due to ongoing supply chain disruptions and rising macroeconomic pressures, especially on the inflation front
    • The September data from the Taiwanese manufacturers continued to show a strong market environment, in line with our expectations
    • Order activity for semiconductor equipment edged higher, jumping past 110 degrees
    • VLSI's Chip Price Performance finished the week flat
      • DRAM fell
      • NAND rose
      • MPUs declined
    • Equipment revenues remain at record levels
    The industry is soaring but carries a tether of caution

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