The Super Cycle Is in Full Swing

    The Chip Insider®

    Semiconductor Equipment Weather Report: March 16, 2021

    Andrea Lati
    The super cycle is in full swing
    • Order activity for semiconductor equipment surged to a scorching 98 degrees as SOC Mobile and Computing jumped into triple-digit territory
    • It does not get any better than this; all indicators are pointing to a big year ahead for both chipmakers and equipment suppliers
    • Visibility for equipment suppliers has extended well into the second half of the year with equipment availability and delivery being the only issues
    • There were some significant changes made to the forecasts in March
      • Equipment forecast for 2021 has been upgraded from 14% to 21%
      • The Semiconductor forecast has been upgraded from 13% to 20%
      • Electronics sales forecast flat at 7%
    • VLSI's Chip Price Performance surged again
      • DRAM rocketed
      • NAND flat
      • MPUs increased
    • Inventories are trending lower
    The super cycle is in full swing

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