Surging Forward into an Early Spring
The Chip Insider®
Semiconductor Equipment Weather Report: February 1, 2021
Surging forward into an early spring
- Order activity for semiconductor equipment jumped more than 2 points, hitting a sizzling 90 degrees—a level not seen since Dec. 2017
- All segments recorded big gains with SOC Logic, SOC Computing, and Memory jumping past the 90-degree mark
- 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 declined
- Electronics sales surged in 2H20
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