Spring Is in Full Bloom

    The Chip Insider®

    Semiconductor Equipment Weather Report: May 4, 2021

    Andrea Lati
    Spring is in full bloom
    • Order activity for semiconductor equipment hovered at a hot 104 degrees
    • Equipment manufacturers have been reporting stellar quarterly results and a strong outlook for the rest of the year, mirroring VLSI's climate trend
    • Foundry/Logic remains the biggest driver and will account for more than half of spending in 2021
    • Chipmakers have also delivered strong numbers in Q1, though there were a few kinks with TI and ON Semi giving somewhat of a soft guidance for the current quarter
    • VLSI's Chip Price Performance bounced back
      • DRAM jumped
      • NAND rose
      • MPUs flat
    • IC Sales are hitting a new high
    Spring is in full bloom

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    Semiconductor sales growth continued tSales of Critical Subsystems continue