It's still hot and the visibility has extended well into 2H22

Andrea Lati

The Chip Insider®

• Order activity for semiconductor equipment hovered at a hot 114 degrees
• All segments held their ground, except for Memory where order activity slipped for the third straight week
• The overall visibility for equipment suppliers remains solid through the end of the year
• The biggest concerns for equipment suppliers are still supply-chain-related
  • These supply chain issues have not gotten any better-or any worse-and will likely remain a headwind for equipment suppliers in the first half of the year
• While equipment demand remains very strong timing issues will likely linger
• The February data from the Taiwanese manufacturers were in line with our expectations of a robust market environment
• TechInsights' Chip Price Performance Index declined in the second week of March
  • DRAM tumbled
  • NAND flat
  • MPUs flat
• Capacity Utilization rates remain high across the board