All Eyes Are Focused on the Supply Chain
Andrea Lati
The Chip Insider®
- Order activity for semiconductor equipment leveled off at a hot 113 degrees following three weeks of slight declines
- Equipment suppliers are very optimistic about 2022 from the demand perspective
- Their biggest worry is on the supply side, where constraints and disruptions remain an ongoing issue
- The latter had an impact on equipment deliveries-and revenues-in 4Q21 and 1Q22 and present the biggest downside on this year's growth
- Micron's quarterly results were in line with expectations while the outlook beat expecations
- TechInsights' Chip Price Performance Index declined at a slower rate
- DRAM fell
- NAND rose
- MPUs rose
- Semiconductor inventories are rising
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