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    It's Hot and Vistas Are Still Clear but Don't Forget the Mountainous Cycles

    The Chip Insider®

    Semiconductor Equipment Weather Report: August 10, 2021

    Andrea Lati
    It's hot and vistas are still clear but don't forget the mountainous cycles
    • Order activity for semiconductor equipment stayed red hot, hovering above 108 degrees
    • These record levels of activity will translate into a big second half for equipment suppliers
    • Equipment sales are now expected to grow over 40% in 2021, more than eight points higher than our current forecast of 32%
    • Much of this momentum is expected to roll into 2022 as chipmakers race to add more capacity
    • The IC market is also on track for a strong second half, with both quarters increasing sequentially
    • However, the IC outlook for next year is becoming a bit cloudier
      • The CPPI has been losing ground rapidly over the last months and it's rolling over
      • This is likely a sign the IC market is past its peak and shortages are abating
    • VLSI's Chip Price Performance is rolling over amid DRAM weakness
      • DRAM plunged
      • NAND flat
      • MPUs flat
    • Planned capacity additions are on the rise
    It's hot and vistas are still clear but don't forget the mountainous cycles

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    Semiconductor sales slow as IC weatherNAND growth flat