It's Sunny and Hot

    The Chip Insider®

    Semiconductor Equipment Weather Report

    : May 10, 2021
    Andera Lati
    It's sunny and hot
    • There was no discernable change in the order activity for semiconductor equipment, which hovered at a hot 104 degrees
    • With the visibility stretching into 2022, equipment manufacturers are shipping all of the tools they can in order to meet market demand
    • CapEx spending plans for 2020 are approaching $140B this year, up a whopping 28% from last year
    • April data from the Taiwanese manufacturers were in line with our expectations, showing a strong market environment
    • VLSI's Chip Price Performance slipped
      • DRAM fell
      • NAND flat
      • MPUs flat
    • Utilization rates remain elevated
    It's sunny and hot

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