It's Hot Out There!

    The Chip Insider®

    Semiconductor Equipment Weather Report: February 8, 2021

    Andrea Lati
    It's hot out there!
    • Order activity for semiconductor equipment continued to heat up, jumping past 93 degrees for the first time since 2017
    • All segments posted strong gains, hitting new highs for the year
    • Industry executives are very optimistic for the year ahead, with the delivery being the only major issue
    • Chipmakers are adding more capacity as they grapple with intensifying shortages across several segments
    • Shortages, coupled with persistent pressures from COVID-19 restraints on the supply chain, will cause high levels of volatility in the market in 2021 and 2022
    • VLSI's Chip Price Performance Index stayed hot
      • DRAM soared
      • NAND flat
      • MPUs flat
    • Utlilization rates are high at high levels across the board
    It's hot out there!

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