It's hot! But is it overheated?

    The Chip Insider®

    Semiconductor Equipment Weather Report: April 21, 2021

    Andrea Lati
    It's hot! But is it overheated?
    • Order activity for semiconductor equipment continued to heat up, jumping to a sizzling 103 degrees
    • All segments edged higher and are hovering at triple-digit levels
    • Visibility for equipment suppliers has stretched into 2022 as chipmakers rush to add capacity to alleviate shortages
    • Assembly market, in particular, is struggling to keep up with soaring demand
      • The lead times for wire bonders have extended into 2022, compared to a few weeks that we see in normal times
    • ASML kicked off the earnings season for equipment suppliers with a bang
    • There were no changes made to the forecasts in April
    • VLSI's Chip Price Performance turned lower
      • DRAM tumbled
      • NAND rose
      • MPUs declined
    • Inventory to Billings ratio is trending lower
    It's hot! But is it overheated?

    Click here to get more information about Semiconductor Chip Market Research Services
    Views: 385

    The number of design completions is exVLSIinsiders' cloudside chat - 21 Apr