Customers Are Clamoring for More Capacity
Andrea Lati
The Chip Insider®
- Order activity for semiconductor equipment continued to heat up, jumping past 114 degrees
- SOC Computing and Memory added another point, hitting fresh new highs for the year
- With the backlog at an all-time-high, Equipment manufacturers feel very optimistic about the year and expect 2022 to be another double-digit growth year
- Equipment suppliers are adding capacity in order to meet demand, which continues to exceed supply
- Supply chain constraints remain a lingering issue for equipment manufacturers and are likely to impact tool shipments again in Q1
- We expect these constraints to abate, freeing up the tool shipments in the coming quarters
- TSMC gave the super cycle another boost after announcing a 40%+ increase in CapEx
- TSM's increase boosted our projected CapEx for 2022 from +15% to +20%, a whopping $176B
- There were no changes made to the forecasts in January as most of the data came within our expectations
- VLSI's Chip Price Performance continued to rise
- DRAM increased
- NAND flat
- MPUs flat
- Semiconductor inventories have been on a seasonal decline, but remain well above last year's levels
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