The Upturn Has Broken Out & Is Running Wild

    The Chip Insider®

    Semiconductor Equipment Weather Report: March 8, 2021

    Andrea Lati
    The upturn has broken out & is running wild
    • Order activity for semiconductor equipment surged to a sizzling 98 degrees
    • Visibility for equipment suppliers has extended well into the second half of the year with equipment delivery being the only issue
    • The main worry for chipmakers and equipment suppliers is the supply chain crisis that's plaguing the industry
    • So far, the ongoing chip shortage has been a tailwind for chipmakers driving ASPs higher, which will drive a strong 1Q21
    • VLSI's Chip Price Performance Index stayed hot
      • DRAM surged
      • NAND increased
      • MPUs rose
    • Utilization rates remain high across the board
    The upturn has broken out & is running wild

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