It's Red Hot out There!
The Chip Insider®
Semiconductor Equipment Weather Report: February 22, 2021
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
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