It's Red Hot out There!

    The Chip Insider®

    Semiconductor Equipment Weather Report: February 22, 2021

    Andrea Lati
    It's red hot out there!
    • Order activity for semiconductor equipment stayed red HOT, hitting a sizzling 96 degrees last week
    • It does not get much better than this; all indicators are pointing to a boom
    • Delivery and equipment availability are the only issues as temperatures in SOC Computing and SOC Mobile approach triple-digit levels
    • Applied Materials wrapped up the earnings season for the equipment manufacturers on a high note
    • For the current quarter Applied expects total revenues to increase about 8% sequentially, which translates into a whopping 41% increase on yearly basis
    • Sales for the top equipment manufacturers are on track to increase at similar rates, so we're off to a very hot start of the year
    • VLSI's Chip Price Performance Index surged again
      • DRAM rocketed
      • NAND rose
      • MPUs increased
    • Utilization rates remain high across the board
    It's red hot out there!

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