It's Still Hot and the Visibility Has Extended Well into 2H22

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

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