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    Steadily Building Next Year's Nest

    The Chip Insider®

    Semiconductor Equipment Weather Report: September 7, 2021

    Andrea Lati
    Steadily building next year's nest
    • Order activity for semiconductor equipment held steady at a sizzling 109 degrees
    • Overall activity has leveled off in the last month due to the ongoing constraints in the supply chain
    • Equipment suppliers are scrambling to add more capacity as equipment availability remains a major issue for chipmakers
    • These constraints should extend the runway for equipment suppliers for at least another year
    • Chipmakers are also running flat and they are rising prices due to increasing cost pressures and supply constraints
    • VLSI's Chip Price Performance extended its decline
      • DRAM plunged
      • NAND flat
      • MPUs flat
    • Semiconductor inventories are rising
    Steadily building next year's nest

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