The Road Is Clear Well into the Second Half

    The Chip Insider®
    Semiconductor Equipment Weather Report: April 26, 2021
    Andera Lati
    The road is clear well into the second half
    • Order activity for semiconductor equipment stayed red hot, hitting another high for the year
    • All segments moved higher last week and are now hovering at triple-digit-level territory
    • Visibility for equipment suppliers has stretched into 2022 as chipmakers race to add more capacity to ease shortages
    • Equipment suppliers are reporting huge Q1 results and expect the strong momentum to carry over into the second half of the year
    • Equipment sales in Q1 are now on track to increase by low-double digits sequentially, compared to VLSI's 7% growth
    • The yearly Equipment forecast of +21% is proving to be conservative and will likely be upgraded higher in the next update
    • VLSI's Chip Price Performance slipped again
      • DRAM tumbled
      • NAND flat
      • MPUs rose
    • Equipment market is red hot
    The road is clear well into the second half

    Click here to get more information about Semiconductor Chip Market Research Services
    Views: 514

    Semiconductor growth continued passed Governments and semiconductor market p