Orders Are Flitting Like Butterflies

Orders Are Flitting Like Butterflies

Andrea Lati
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

Manufacturing Analysis

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