Semiconductor sales continued to map out a peak-less June

    Semiconductor Analytics: June 17, 2020
    G. Dan Hutcheson
    VLSI's Semiconductor Analytics report
    Semiconductor sales continued to map out a peak-less June, due to the transition from phase 1 of the WAHE to phase 2 with a primary demand drop. The Supply-Demand 2Q20 Nowcast stayed tight. DRAM, NAND, IDM, OSATs, and Analog & Power stayed in place. Last week's Supply-Demand conditions for Foundry loosened, with new capacity coming on-line and resultant mix changes. The 2Q20 Nowcast slipped back for the second time since late April. All segments slid for the quarter. All segments slid for the quarter. NAND and DRAM continue to be the best performers, with strong gains, followed by Logic. Analog & Power and Auto are in negative territory.

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