Business is in Full Bloom

    The Chip Insider®

    Semiconductor Equipment Weather Report: April 6, 2021

    Andrea Lati
    Business is in Full Bloom
    • Order activity for semiconductor equipment hovered above 100 degrees as all segments edged higher
    • Visibility for equipment suppliers has stretched into 2022 as chipmakers rush to add capacity to alleviate shortages
    • Shortages are not expected to abate any time soon due to surging demand
    • The U.S. economy is running red hot thanks to pent-up demand and record amounts of government stimulus that is sloshing around
    • On the earnings front, Micron posted strong quarterly results that were in line with our latest forecast
    • VLSI's Chip Price Performance resumed its ascend
      • DRAM jumped
      • NAND jumped
      • MPUs flat
    • Inventories are trending lower
    Business is in Full Bloom

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