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    The Ducks Are Lining Up for the New Year

    The Chip Insider®

    Semiconductor Equipment Weather Report: January 4, 2022

    Andrea Lati
    The ducks are lining up for the New Year
    • Order activity for semiconductor equipment edged higher over the holidays, jumping past 113 degrees
    • Equipment suppliers are starting the year with a lot of momentum and expect 2022 to be another strong year
    • Visibility for WFE suppliers has now stretched all the way to the end of the year
    • The main drivers of equipment growth this year are broad
      • End market demand remains strong across all nodes
      • Equipment backlogs are currently hovering at record levels due to supply chain issues, so there will be a lot of catching up for shipments in 2022
    • On the structural side, increasing localization and government support will become another driver in 2022 along with rising process complexity and capital intensity
    • VLSI's Chip Price Performance continued to improve
      • DRAM increased
      • NAND increased
      • MPUs increased
    • Semiconductor Inventory are rising
    The ducks are lining up for the New Year

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    Santa delivers 46% growthHappy Holidays to all and to all a goo