WAHE Sputtered as Climate Change hit

    Semiconductor Analytics: June 10, 2020
    G. Dan Hutcheson
    VLSI's Semiconductor Analytics report
    Semiconductor sales stalled last week and dove back to 2019 levels, as the WAHE restructuring demand sputtered. This was way out of character for the 1st week of June. Climate change sent temperatures down and brought clouds and fog.

    The Semiconductor Supply-Demand 2Q20 Nowcast stayed tight. DRAM, NAND, IDM, Foundry, OSATs, and Analog & Power stayed in place with a range spread from Saturated to Shortage with the slope rising from DRAM to Foundry and OSAT.

    The 2Q20 Nowcast slipped back for the first time since late April. All segments slid 3% or less for the quarter, with Analog & Power dipping back into the red. NAND and DRAM continue to be the best performers, followed by Logic. Auto continued to be miserable with triple-D performance (Double-Digit Decline).

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