Bracing for a rocky road ahead
The Chip Insider®
Semiconductor Equipment Weather Report: April 13, 2020
Bracing for a rocky road ahead
- Order activity for semiconductor equipment leveled off in the second week of April, hovering at 58 degrees
- Although chipmakers and equipment suppliers are expected to post solid results in Q1, the outlook for the remainder of the year remains challenging as the impact of COVID-19 weighs on the demand side
- The supply chain has been hoarding inventories in Q1 amid fears of supply disruption that occurred earlier in China
- Overall demand is expected to drop in the coming months due to ongoing global recession and double ordering
- The Chip Price Performance Index (CPPI) continued to warn
- DRAM plunged
- NAND declined
- MPUs fell