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Business is in Full Bloom
The Chip Insider
®
Semiconductor Equipment Weather Report: March 2, 2021
Business is in Full Bloom
Order activity for semiconductor equipment hovered at a hot 96 degrees
All segments are now above 90 degrees with SOC Mobile and SOC Computing approaching triple-digit levels
Foundry and Adv. Logic remains hot despite a record year in 2020 as chipmakers ramp the 5nm and prepare for the 3nm rollout
DRAM activity is also strong as suppliers race to increase bit production amid increasing shortages
After a strong 2020, NAND activity is more subdued but it's still at healthy levels
VLSI's Chip Price Performance soared
DRAM rocketed
NAND increased
MPUs rose
Equipment sales are surging
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