The Upturn Is Still Running Wild

Andrea Lati
Andrea Lati
The Chip Insider®
  • Order activity for semiconductor equipment held steady at a hot 115 degrees
  • With backlogs at all-time-highs and visibility extending into next year, Equipment manufacturers expect 2022 to be another double-digit growth year
  • The sequential growth pattern is expected to be a bit lumpy in 2022 due to ongoing component shortages
    • The latter is expected to have the biggest impact in Q1 with equipment sales falling by more than 2% sequentially
  • Equipment sales are expected to increase by double-digits sequentially in Q2 and Q3, as shortages and supply chain constraints abate, allowing shipments to catch up with demand
  • IC sales in Q1 are tracking above expectations as demand remains red hot with no signs of slowing down
  • We now expect semiconductor sales to increase over 15% in 2022 compared to our previous forecast of 11%
  • TechInsights' Chip Price Performance Index jumped higher
    • DRAM increased
    • MPUs flat
  • Hyperscale Fabless Capex slowed down in Q4

Upturn Running Wild

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