It's a hot and sunny summer

    The Chip Insider®

    Semiconductor Equipment Weather Report: June 28, 2021

    Andrea Lati | VLSIresearch
    It's a hot and sunny summer
    • There was no discernable change in the order activity for semiconductor equipment last week as the overall temperature hovered at a hot 107 degrees
    • Equipment demand is soaring across the board in 2021 and suppliers are shipping what they can make
    • Although leading-edge nodes will account for the majority of spending, mainstream and trailing-edge nodes are also going to see considerable increases in spending
    • Equipment growth in 2021 could have been higher than the 32% clip had it not been for the constraints in the supply chain
    • We expect this momentum to carry over in 2022 as chipmakers race to add more capacity
    • VLSI's Chip Price Performance jumped higher
      • DRAM jumped
      • NAND flat
      • MPUs increased
    • Inventory to Billings ratio has bottomed
    It's a hot and sunny summer

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