Order Activity Remained at Record Levels Despite Rising Uncertainty

Andrea Lati
Andrea Lati
The Chip Insider®
  • There was no discernable change in order activity for semiconductor equipment in the last week of February with temperatures staying near record levels
  • Market demand for both equipment and ICs continues to be very strong
  • However, meeting the demand remains a challenging task due to ongoing supply chain issues that go beyond the IC shortages
  • The geopolitical tensions between Russia and Ukraine have the potential to further disrupt an already fragile and constrained supply chain
  • Uncertainty is on the rise
  • TechInsights' Chip Price Performance Index jumped half a point
    • DRAM increased
    • NAND rose
    • MPUs flat
  • Utilization rates remain at high levels across the board

Order Activity

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