It's still hot and the visibility has extended well into 2H22

Andrea Lati
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

Capacity Utilization Rates

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.

The authoritative information platform to the semiconductor industry.

Discover why TechInsights stands as the semiconductor industry's most trusted source for actionable, in-depth intelligence.