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
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