The Chip Insider® Semiconductor Equipment Weather Report: July 7, 2020

    The Chip Insider®
    Semiconductor Equipment Weather Report: July 7, 2020
    Andrea Lati
    Order activity edged higher but overall visibility remains low
    • Order activity for semiconductor equipment hovered at a warm 76 degrees
    • Memory jumped by another point to 77 degrees, while the other segments finished nearly flat in what was a relatively quiet week
    • Both IC and Equipment markets have been very resilient in the midst of the global pandemic
    • Micron posted stronger than expected results last quarter and its guidance for the current quarter was also positive
    • Samsung also announced top-line numbers that were above expectations
    • Although the prospects of the industry in Q3 appear to be on the right track, the outlook for Q4 remains highly uncertain with a lot of downside bias due to rising cases of COVID-19 in the U.S.
    • The positive is that VLSI's Chip Price Performance Index started July on a low note
      • DRAM tumbled
      • NAND fell
      • MPUs decline
    • IC production is trending higher

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