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    The Super Cycle Is Still in Full Swing

    The Chip Insider®

    Semiconductor Equipment Weather Report: November 16, 2021

    Andrea Lati
    The super cycle is still in full swing
    • Order activity for semiconductor equipment surged past 111 degrees with no signs of letting up
    • SOC Computing and SOC Mobile led the pack, hitting fresh new highs for the year
    • Equipment manufacturers have been unable to meet the surge in demand from chipmakers this year due its sheer magnitude and also because of the ongoing supply chain constraints
    • Advanced Logic & Foundry segments are expected to remain red hot next year and drive much of the growth as the top three chipmakers race to expand capacity
    • Equipment forecast for 2021 was trimmed from 41% to 40% due to some revisions in 1H21's market sizing
    • Equipment forecast for 2022 was upgraded from 11% to 15% thanks to stronger than expected order activity in the Adv. Logic and Foundry segments
    • Electronics forecast for 2021 was upgraded from 16% to 17% as Q4 sales are tracking above expectations
    • VLSI's Chip Price Performance declined at a slower rate
      • DRAM fell
      • NAND flat
      • MPUs increased
    • Hyperscale Fabless Capex surged to an all-time-high in Q3
    The super cycle is still in full swing

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