Spring's here and it's a HOT one!

    The Chip Insider®

    Semiconductor Equipment Weather Report: March 29, 2021

    Andrea Lati
    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
    Spring's here and it's a HOT one!

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