Semiconductor WEEK: An overview of results and conclusions from recent reports at VLSI.Chip Market Research ServicesAll eyes are sharply focused on the second half• Order activity for semiconductor equipment hovered at 58 degrees as the decline in SOC Mobile was offset by the increase in SOC Computing and Memory • Even though equipment suppliers are not seeing any significant pushouts or cancellations, their visibility for the rest of the year remains very limited • So far, the chipmaking industry has weathered the storm far better than other sectors of the economy • The fallout at the macro level will likely put a lot of pressure on chipmakers and equipment suppliers in the second half of the year as the industry grapples with growing inventories and weak end-demand• VLSI’s Chip Price Performance Index (CPPI) continued to trend lowerSemiconductor AnalyticsLast Week in the Semiconductor Market:Semiconductor sales recovered for the second week in a row. Despite the improvement, sales are still well below the same week in 2019 with DRAM and Auto ICs being hit hardest. Last week Semiconductor S-D held at Balanced as conditions at Foundries improved.Semi Market results from last week: Semiconductor sales recovered for the second week• Semiconductor Sales Nowcast: 2Q20/2Q19: Opened the 2Q20 deeply down• Semiconductor Weather1 Report: Chilly• IC Supply-Demand2 Metrics: Balanced• Electronics Price Trend: RisingChip History CenterHow KLA-Tencor Meets Stringent Process Control Requirements: Ken Schroeder, then President & CEO of KLA-Tencor, discusses the history of process control and the role K-T played in improving wafer fab yield for semiconductor companies. KLA 200 Series Reticle Inspection Systems: KLA’s technical success was founded on how it used software to identify defects in optical images. KLA’s business success was founded on its ability to shrink-wrap its software with a full system solution. There were plenty of others trying to do the same thing at the same time. The Chip InsiderAssembly Equipment Outlook:• Scenarios for COVID-19 Recovery• Where is Semi Manufacturing Heading?• Changes since last forecast• 2021 recovery followed by cyclical growth• Assembly Equipment Trends• VLSI’s viewAssembly equipment sales were already substantially below IC unit trend.This low level is creating a capacity shortfall that will be filled. 2020 lower sales will create an even larger capacity shortfall. Creating sharp recovery once economy and consumer demand returns to normal.Test & Related Equipment Outlook:• Scenarios for COVID-19 recovery• Where is Semi manufacturing heading?• Changes since last forecast• 2021 recovery followed by cyclical growth• Test relative to Electronics and ICs• VLSI’s viewSemiconductor StocksVLSI's Semiconductor Stock Indices slipped this week along with the market as the COVID-19 crisis continues. • Semiconductors 0%• Equipment -3%• EDA +1%• Electronic Materials 0%.VLSI’s Semiconductor Stock Index slipped 0.4% despite strong gains from STMicroelectronics, ON Semiconductor, and Max Linear IDM -0.3%Foundry & OSAT -1.7%Fabless & Fablite +0.1%VLSI’s Semiconductor Equipment Stock Index fell 2.6%, ASM International came out on top.WFE -1.6%Test -3.3%Assembly -4.8%VLSI’s EDA Stock Index was led up 0.6% by Cadence.VLSI’s Electronics Materials Stock Index gave back 0.2%, DuPont was this week’s biggest winner.Hottest Stocks this week: DuPont, SOITEC, STMicroelectronics, ON Semiconductor, MaxLinear, and ASM International.