COVID Slump is over as Semiconductor Market returns to normalcy
Semiconductor Analytics: May 27, 2020
G. Dan Hutcheson
VLSI's Semiconductor Analytics report Semiconductor sales continued to trace the highs seen in 2018 levels and put the COVID-19 slump behind it as the WAHE restructuring drives demand. Semiconductor Supply-Demand changed little last week. Overall it's Tight, with 3 sectors in shortage conditions. IDMs are tight. The 2Q20 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.