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    Business Is in Full Bloom

    The Chip Insider®

    Semiconductor Equipment Weather Report: January 10, 2022

    Andrea Lati
    Business is in Full Bloom
    • Order activity for semiconductor equipment nudged higher, hitting a hot 114
    • These high levels of activity should translate into a very strong 1H22 for equipment manufacturers
    • With the pipeline in new fab investments close to $100B for the next two years, equipment manufacturers have plenty of visibility and feel positive about the outlook
    • On the semiconductor side, growth is rolling over from the Q3 peak but it's still very robust
    • Semiconductor sales are expected to grow by double-digits again in 2022 driven by a robust Cloud/HPC expansion, surging Automotive demand, easing shortages, and inventory restocking
    • VLSI's Chip Price Performance jumped higher
      • DRAM increased
      • NAND flat
      • MPUs rose
    • Planned additions are on the rise
    Business is in Full Bloom

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