It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles

Andrea Lati
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

It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles

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