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    It's Hot and Windy

    The Chip Insider®

    Semiconductor Equipment Weather Report: September 21, 2021

    Andrea Lati
    It's Hot and Windy
    • Order activity for semiconductor equipment hovered at a sizzling 110 degrees with most segments staying flat from the previous week
    • Equipment suppliers and chipmakers continue to grapple with supply chain constraints and increased pricing pressures
    • Chipmakers are raising their prices to account for some of the increasing costs
    • There were no changes made to the 2021 forecasts in September as most of the data came within our expectations
    • Equipment forecast for 2022 was upgraded from +6% to +11% due to stronger than expected order activity
    • VLSI's Chip Price Performance continued to trend lower
      • DRAM fell
      • NAND flat
      • MPUs fell
    • Semiconductor inventories are trending higher
    It's hot and windy

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