Spring's here and it's a HOT one!
The Chip Insider®
Semiconductor Equipment Weather Report: March 29, 2021
Spring's here and it's a HOT one!
- Order activity for semiconductor equipment continued to heat up, jumping by another point to a sizzling 100 degrees
- All segments edged higher with SOC Computing leading the way at 103 degrees
- Intel's CapEx hike-over $5B from last year's level-added more fuel to an already hot equipment market
- The CapEx hike from Intel will bump the industry CapEx to $133B for 2021, a whopping 22% increase from the previous year
- This change is in line with our Equipment forecast, which last month was upgraded to 21%
- The visibility horizon for equipment suppliers is extending beyond this year with delivery and equipment availability being the only issues.
- VLSI's Chip Price Performance took a breather
- DRAM fell
- NAND declined
- MPUs increased
- Equipment sales are hitting new highs
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