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    Thanksgiving Delivers a Beautiful Closing to 2021

    The Chip Insider®

    Semiconductor Equipment Weather Report: November 22, 2021

    Andrea Lati
    Thanksgiving delivers a beautiful closing to 2021
    • Order activity for semiconductor equipment continued to rise, hitting a sizzling 112 degrees
    • Equipment suppliers are ending the year on a very strong footing
      • Demand remains robust across the board and visibility has stretched into the second half of 2022
    • Equipment suppliers are feeling increasingly bullish about next year's prospects
    • Supply shortages and capacity constraints remain a headwind for equipment suppliers (and the entire electronics supply chain)
      • limiting growth for 2021
    • The unmet demand will roll into 2022 to become a nice tail wind for equipment suppliers
    • VLSI's Chip Price Performance continued to decline at a slower rate
      • DRAM fell
      • NAND rose
      • MPUs declined
    • Semiconductor Inventory to Billings ratio is hovering at a normal territory
    Thanksgiving delivers a beautiful closing to 2021

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