Semiconductor sales recovering

    Semiconductor Analytics: May 6, 2020
    G. Dan Hutcheson
    VLSI's Semiconductor Analytics report
    Semiconductor sales recovered for the fourth week in a row, approaching 2018 levels for the first time, as the 2nd half production ramp kicked in. The 2Q20 Nowcast continued to improve as late quarterly and monthly data inputs showed NAND and Logic were doing better than weekly models had shown. They are clearly in a recovery phase along with DRAM. All three are being driven by WAHE investments. However, Auto is dragging down A&P sales. Semiconductor Supply-Demand rose as the Analog and Power bumped up to Tight and OSATs to Balanced. On a W/W basis, DRAM supply stayed in a Glut, while NAND dropped back to Loose conditions. It's a bifurcated market with IDM, Foundry, OSAT, Analog and Power all in Tight to Shortage conditions.