Semiconductor sales trend forming a W

    Semiconductor Analytics: June 24, 2020
    G. Dan Hutcheson
    VLSI's Semiconductor Analytics report
    Semiconductor sales are forming a W as June's normal peak is weak due to the transition to phase 2 of the WAHE and US imposed restrictions on shipping to Huawei. The 2Q20 Nowcast slipped again as the market zeros in on the quarter's close. Still, it's predicting an annual gain of 14%. NAND and DRAM continue to be the best performers, followed by Logic. Auto and Analog & Power remain in negative territory. Semiconductor Supply-Demand saw a breakout of DRAM, which has been in glut conditions since early May. Yet, overall it was a mixed week, with DRAM Supply improvements being offset by worsening conditions in Foundry and Analog & Power, which brought the index down.

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