Orders are Flitting Like Butterflies

    The Chip Insider®

    Semiconductor Equipment Weather Report: February 16, 2021

    Andera Lati
    Orders are flitting like butterflies
    • Order activity for semiconductors stayed red hot, jumping nearly 2 points to a scorching 95 degrees
    • All segments edged higher and are now hovering above the 90-degree mark
    • Equipment orders have been coming in a fast clip this year as chipmakers grapple with capacity shortages across multiple segments
    • The recent earthquake in Japan will likely result in more delays for automotive ICs, putting even more pressure on the supply chain
    • Equipment forecast for 2021 has been upgraded from 12% to 14% due to stronger than expected demand, especially in the Foundry sector.
    • The Semiconductor forecast has also been upgraded from 11% to 12%
    • VLSI's Chip Price Performance Index trended higher
      • DRAM jumped
      • NAND flat
      • MPU flat
    • IC Inventories are improving
    Orders are flitting like butterflies

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