Order Activity Remained at Record Levels Despite Rising Uncertainty

Andrea Lati

The Chip Insider®

• There was no discernable change in order activity for semiconductor equipment in the last week of February with temperatures staying near record levels
• Market demand for both equipment and ICs continues to be very strong
• However, meeting the demand remains a challenging task due to ongoing supply chain issues that go beyond the IC shortages
• The geopolitical tensions between Russia and Ukraine have the potential to further disrupt an already fragile and constrained supply chain
• Uncertainty is on the rise
• TechInsights' Chip Price Performance Index jumped half a point
  • DRAM increased
  • NAND rose
  • MPUs flat
• Utilization rates remain at high levels across the board