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    It's Red Hot Out There

    The Chip Insider®

    Semiconductor Equipment Weather Report: July 26, 2021

    Andrea Lati
    It's red hot out there
    • Order activity for semiconductor equipment continued to edge higher, jumping past 108 degrees
    • Demand from chipmakers is through the roof and equipment suppliers are squeezing everything they can out of their capacity and supply chain to increase output
    • With lead times increasing equipment suppliers expect 2022 to be another growth year
    • ASML kicked off the earnings season for equipment suppliers on a very high note
      • The company expects sales to increase 34% sequentially in Q3
      • For the year, ASML expect sales to soar about 35%
    • VLSI's Chip Price Performance fell at a faster clip
      • DRAM plunged
      • NAND flat
      • MPUs flat
    • Planned capacity addtions are on the rise
    It's red hot out there

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