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

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