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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