Surging Ahead into 2H21

    The Chip Insider®

    Semiconductor Equipment Weather Report: July 13, 2021

    Andrea Lati
    Surging Ahead into 2H21
    • Order activity for semiconductor equipment edged higher, moving past 107 degrees
    • These triple-digit levels of activity will drive strong sales for equipment suppliers in the second half of the year
    • Visibility for equipment suppliers is now stretching into 2022 as chipmakers race to add more capacity to alleviate shortages
    • The June data from the Taiwanese manufacturers was in line with our expectations, showing continued strong momentum across the board
      • TSMC's sales hit an all-time record in June, jumping 23% on yearly basis, a 3-percentage point improvement from May
      • Nanya had another strong month with sales growth accelerating to 44%
      • MediaTek stayed red hot with sales hitting an all-time high in June, up a whopping 89%
    • VLSI's Chip Price Performance slipped again
      • DRAM fell
      • NAND flat
      • MPUs declined
    • Planned capacity is on the rise
    Surging Ahead into 2H21

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