All eyes are sharply focused on the second half

    The Chip Insider®
    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
      • DRAM plunged
      • NAND declined
      • MPUs fell