The Industry Is Soaring but Carries a Tether of Caution
October 11, 2021
- Order activity for semiconductor equipment hovered at a hot 110 degrees
- Memory activity declined by nearly a point while the other segments finished the week nearly flat
- Equipment suppliers continue to see a very strong level of activity which is why they expect 2022 to be another solid year for them
- Chipmakers are also running flat-out but they're becoming a bit more cautious due to ongoing supply chain disruptions and rising macroeconomic pressures, especially on the inflation front
- The September data from the Taiwanese manufacturers continued to show a strong market environment, in line with our expectations
- Order activity for semiconductor equipment edged higher, jumping past 110 degrees
- VLSI's Chip Price Performance finished the week flat
- DRAM fell
- NAND rose
- MPUs declined
- Equipment revenues remain at record levels
