Business is in Full Bloom

    The Chip Insider®
    Semiconductor Equipment Weather Report: June 8, 2021
    Business is in Full Bloom
    • This is turning out to be another hot summer with the order activity for semiconductor equipment jumping past 106 degrees
    • SOC Computing remains the hottest segment followed closely by SOC Mobile
      • This is not surprising given the big-spending levels the leading foundries and logic manufactures are putting forward
    • Memory activity is also strong, though manufacturers are staying disciplined with their spending plans and expansions
    • The visibility for equipment suppliers has now stretched into 2022
    • Equipment availability and delivery remain the only major issues for equipment suppliers
    • VLSI's Chip Price Performance fell for the second consecutive week
      • DRAM declined
      • NAND fell
      • MPUs declined
    • Utilization rates remain elevated across the board
    Business is in Full Bloom

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