All Eyes Are Focused on the Supply Chain

All Eyes Are Focused on the Supply Chain

Andrea Lati
Andrea Lati
The Chip Insider®
  • Order activity for semiconductor equipment leveled off at a hot 113 degrees following three weeks of slight declines
  • Equipment suppliers are very optimistic about 2022 from the demand perspective
  • Their biggest worry is on the supply side, where constraints and disruptions remain an ongoing issue
    • The latter had an impact on equipment deliveries-and revenues-in 4Q21 and 1Q22 and present the biggest downside on this year's growth
  • Micron's quarterly results were in line with expectations while the outlook beat expecations
  • TechInsights' Chip Price Performance Index declined at a slower rate
    • DRAM fell
    • NAND rose
    • MPUs rose
  • Semiconductor inventories are rising

Supply Chain

Free Newsletter

Get the latest analysis of new developments in semiconductor market and research analysis.


Subscribers can view the full article in the TechInsights Platform.

 

You must be a subscriber to access the Manufacturing Analysis reports & services.

If you are not a subscriber, you should be! Enter your email below to contact us about access.