The Ducks Are Lining Up for the New Year
The Chip Insider®
Semiconductor Equipment Weather Report: January 5, 2021
The ducks are lining up for the New Year
- Order activity for semiconductor equipment jumped a point to a warm 81 degrees after cooling off slightly over the holiday
- SOC Mobile and Memory led the pack while the other segments finished nearly flat from the previous week
- Despite the ongoing uncertainties-with the biggest ones being COVID-19 and the China tech war-chipmakers and equipment suppliers feel optimistic about the year ahead
- This optimism is supported by several important drivers
- continued recovery in W.W. GDP growth in 2021 which started in 2H20
- robust cloud/hyperscale spending to support the post-COVID-19 new normal
- 5G proliferation
- These drivers should keep the recovery for ICs and Equipment on track in 2021 delivering solid growth for both segments
- VLSI's Chip Price Performance Index extended its gains
- DRAM rose
- NAND flat
- MPUs flat
- Inventories remain elevated, but improving
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