Still green, but clouds loom

    The Chip Insider®
    Semiconductor Equipment Weather Report: June 15, 2020
    Still green, but clouds loom
    • Order activity for semiconductor equipment hovered at a warm 75 degrees as the increases in Memory and Subcon/Adv Packaging were largely offset by the decline in SOC Mobile
    • The latter continued to trend lower amid growing uncertainties over the U.S. sanctions on Huawei
    • Memory activity hit a new high for the year and it's finally in positive territory
    • With Advanced Logic and Foundry spending expected to abate in 2H20, Memory will need to pick up momentum in order to keep equipment spending in positive territory
    • The monthly Taiwanese data for May was in line with our expectations: sales remained at healthy levels, but the momentum slowed as the year-over-year comparisons became harder
    • VLSI's Chip Price Performance Index (CPPI) ) lost momentum slipping one point
      • DRAM tumbled
      • NAND fell
      • MPUs declined
    • Equipment sales are trending higher

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