Surging Forward into an Early Spring

    The Chip Insider®

    Semiconductor Equipment Weather Report: February 1, 2021

    Andrea Lati
    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
    Surging forward into an early spring

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