Semiconductor Equipment Weather Report: April 21, 2020
All eyes are sharply focused on the second half
Order activity for semiconductor equipment hovered at 58 degrees as the decline in SOC Mobile was offset by the increase in SOC Computing and Memory
Even though equipment suppliers are not seeing any significant pushouts or cancellations, their visibility for the rest of the year remains very limited
So far, the chipmaking industry has weathered the storm far better than other sectors of the economy
The fallout at the macro level will likely put a lot of pressure on chipmakers and equipment suppliers in the second half of the year as the industry grapples with growing inventories and weak end-demand
There were no major changes to the forecasts
VLSI's Chip Price Performance Index (CPPI) continued to trend lower