Semiconductor sales pass 2018 levels

    Semiconductor Analytics: June 3, 2020
    G. Dan Hutcheson
    VLSI's Semiconductor Analytics report
    Semiconductor sales blew past 2018 levels with the COVID-19 slump in the rearview mirror with the WAHE restructuring fueling demand. The 2Q20 sales Nowcast continued to improve. All segments improved materially. NAND, Logic, and DRAM are being heavily driven by WAHE investments in Data Center, Cloud, and 5G Infrastructure. Analog & Power is being pulled down by Auto and Industrial. The Semiconductor Supply-Demand Nowcast stayed tight. DRAM and NAND took the spotlight last week, with their situation improving into Saturated and Balanced ranges. IDM, Foundry, OSATs, Analog and Power conditions were significantly higher in Tight to Shortage ranges.

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