The Upturn is Taking Off

    The Chip Insider®

    Semiconductor Equipment Weather Report: January 12, 2021

    Andrea Lati
    The upturn is taking off
    • Order activity for semiconductor equipment surged nearly two points, hitting a hot 83 degrees
    • All segments recorded gains and are now hovering above the 80-degree mark
    • Equipment manufacturers feel very optimistic about the year ahead, especially 1H21
    • Moreover, the strength in the activity is much broader compared to a year ago
    • The December data from the Taiwanese companies was in line with our view of healthy industry fundamentals and improvements in Memory
    • VLSI's Chip Price Performance Index continued its upward trend
      • DRAM jumped
      • NAND flat
      • MPUs rose
    • Utilization rates have improved across the board
    The upturn is taking off

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