VLSI's Semiconductor Analytics report Semiconductor sales recovered for the third week in a row, peeking above 2019 levels for the first time, as COVID-19 adjustments dampened. Semiconductor Supply-Demand rose to Tight conditions as conditions jumped for Foundry, OSAT, Analog & Power to shortage. NAND also rose to Balanced. But DRAM moved to Glut conditions. The gains were not enough to move the 2Q20 Nowcast, which held at Balanced with IDM and Foundry in Tight conditions. The 2Q20/2Q19 quarter Nowcast improved substantively. But with only 3 weeks in, this is moving a lot. Currently, NAND, Logic, Analog & Power are the best performers. Auto and DRAM are the worst. NAND and Logic posted positive Y/Y growth last week.
Coronavirus Semiconductor Market Watch
Twelve-weeks in, the impact of COVID-19 on the semiconductor market since the WHO declared the emergency looks to be mostly abated. IC ASPs have stayed near the average of other crises. IC Sales and units shipments are outperforming past crises, reflecting what should be a recovery year. Of course, the macroeconomic impact has yet to come.