IC sales recover slightly W2W, but deeply negative Y2Y
Semiconductor Analytics: April 15, 2020
G. Dan Hutcheson
VLSI's Semiconductor Analytics report Semiconductor sales recovered slightly as we moved into the 1st full week of April. However, this was still well below the same week in 2019. Semiconductor Supply-Demand held at Balanced last week, though conditions for DRAM and NAND worsened while Foundry, Analog and Power improved. Of concern is OSAT remains in Glut because there is little demand-pull out of the fab into Assembly & Test and into contract manufacturers. The 2Q20/2Q19 quarter Nowcast started with Semiconductor sales growth deeply in the negative. DRAM and Auto are the worst with the glide path of a rock, with Analog and Power not too far behind. NAND and Logic are best off.
Coronavirus Semiconductor Market Watch
Ten-weeks in, the cumulative impact of COVID-19 on the semiconductor market since the WHO declared the emergency, continues to show the biggest impact has been on unit sales, now down about 20% below their 5-year TMA . IC sales improved enough to pull it back to a single digit negative of -9% while ASPs stayed relatively high.