The Industry Soars, but Carries a Tether of Caution

Andrea Lati

The Chip Insider®

• Order activity for semiconductor equipment slipped half a point as Memory activity fell for the second week in a row
• The Memory market has been somewhat bumpy in the first two months of the year, triggering some caution among memory manufacturers
• Despite the slight pullback, the overall order activity remains red hot as demand is not showing any signs of slowing
• Meeting the demand remains a challenging task due to ongoing supply chain issues that go beyond the IC shortages
• Rising geopolitical tensions have the potential to further disrupt an already fragile and constrained supply chain
• TechInsights' Chip Price Performance Index surged in the first week of March
  • DRAM increased
  • NAND soared
  • MPUs declined
• CSP Capex leveled off in 4Q21