NAND and the bump, slump, and bump effect of COVID
Semiconductor Analytics: July 15, 2020
G. Dan Hutcheson
VLSI's Semiconductor Analytics report Semiconductor sales entered 3Q20 with unprecedented strength, coming off June's weakness. Both w/w and w/y sales were up high single-digits. Memory kicked off 3Q20 with a repeat of its double-digit growth in 2Q. The NAND market is providing the clearest picture of how the bump, slump, and bump effect of COVID is upending the normal spring-to-summer cyclicality of the IC market. It is also benefiting most from the WAHE waves of COVID. The Semiconductor Supply-Demand Nowcast opened 3Q20 close out in Tight conditions. DRAM moved out of Saturated to Balanced. Last week, Foundry and OSAT were in Shortage, NAND was Balanced, while IDM and Analog & Power were Tight.