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    It's Sunny and Hot

    The Chip Insider®

    Semiconductor Equipment Weather Report: August 19, 2021

    Andrea Lati
    It's sunny and hot
    • Order activity for semiconductor equipment held steady at a hot 108 degrees
    • This will translate into a very strong second half for equipment manufacturers
    • Equipment sales in 2H21 are now on track to increase nearly $8B over the 1H21
    • Chipmakers are also firing on all cylinders
    • The July data from the Taiwanese manufacturers showed continued strength across all sectors
    • The only indicator raining on the chipmakers' parade-especially the memory ones-is the CPPI, which has been falling at a rapid clip in the last few weeks
    • VLSI's Chip Price Performance extended its decline amid DRAM weakness
      • DRAM plunged
      • NAND flat
      • MPUs rose
    • Hyperscale fabless capex jumped 11% sequentially in Q2
    It's sunny and hot

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