Orders Are Flitting Like Butterflies

Andrea Lati

The Chip Insider®

• Order activity for semiconductor equipment stayed red hot at 115 degrees
• Visibility for equipment suppliers has extended all the way to the end of the year and backlogs are hitting all-time-highs
• Component shortages-typically ICs-remain an ongoing issue with equipment suppliers
  • These shortages had a material impact in 4Q21 and are very likely to impact 1Q22 sales as well
• The semiconductor market remains strong and the momentum is still robust
• VLSI's Chip Price Performance Index was flat
  • DRAM increased
  • NAND flat
  • MPUs flat
• Production and Capacity are rising