It's still hot and the visibility has extended well into 2H22
Andrea Lati
The Chip Insider®
- Order activity for semiconductor equipment hovered at a hot 114 degrees
- All segments held their ground, except for Memory where order activity slipped for the third straight week
- The overall visibility for equipment suppliers remains solid through the end of the year
- The biggest concerns for equipment suppliers are still supply-chain-related
- These supply chain issues have not gotten any better-or any worse-and will likely remain a headwind for equipment suppliers in the first half of the year
- While equipment demand remains very strong timing issues will likely linger
- The February data from the Taiwanese manufacturers were in line with our expectations of a robust market environment
- TechInsights' Chip Price Performance Index declined in the second week of March
- DRAM tumbled
- NAND flat
- MPUs flat
- Capacity Utilization rates remain high across the board
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