Order activity is up and the visibility clear

    The Chip Insider®

    Semiconductor Equipment Weather Report: January 25, 2021

    Andrea Lati

    Order activity is up and the visibility clear

    • Order activity for semiconductor equipment remained red hot, jumping nearly a point to 87 degrees, a fresh new high for the year
    • Many chipmakers are scrambling for capacity as they grapple with intensifying shortages and persistent pressures from COVID-19 restraints on the supply chain
    • The ongoing shortages are driving ASPs higher and giving chipmakers' sales and profits a nice boost
    • The shortages will cause the high levels of volatility seen in 2020 to continue into 2021 and 2022
      • Double ordering, in particular, could become more prevalent as many customers are on allocation
    • VLSI's Chip Price Performance Index stayed hot
      • DRAM rocketed
      • NAND rose
      • MPUs flat
    • Utilization rates are running well above last year's levels
    Order activity is up and the visibility clear

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