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