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    On the Top of the World

    The Chip Insider®

    Semiconductor Equipment Weather Report: July 20, 2021

    Andrea Lati
    On the top of the world
    • Order activity for semiconductor equipment held steady at a scorching 107 degrees
    • Equipment suppliers are shipping what they can make
    • 2021 is also turning out to be a great year for chipmakers with sales tracking above expectations
    • There were some changes made to the forecasts in July
      • The IC sales forecast was upgraded from 21% to 26% due to stronger DRAM, Analog, and Logic sales
      • IC unit growth was raised from 18% to 23%
    • VLSI's Chip Price Performance extended its decline
      • DRAM tumbled
      • NAND rose
      • MPUs declined
    • Semiconductor inventories are trending higher
    On the top of the world

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