It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles
Andrea Lati
The Chip Insider®
- Order activity for semiconductor equipment resumed its decline, slipping 0.6 points to 112 degrees in the first week of April
- Despite the recent breather, the order activity remains at elevated levels and is pointing to another strong year for the equipment market in 2022
- The biggest issues for equipment manufacturers this year are supply-related as demand remains strong
- The March data from the Taiwanese manufacturers was strong and in line with our expectations
- TechInsights' Chip Price Performance Index slipped at a faster clip
- DRAM fell
- NAND flat
- MPUs slipped
- Equipment orders remain elevated, driving revenues up
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