Order activity is up and the visibility clear
The Chip Insider®
Semiconductor Equipment Weather Report: January 25, 2021
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
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