It's been a warm spring, but a blanket of caution and uncertainty clouds visibility

    The Chip Insider®
    Semiconductor Equipment Weather Report: June 24, 2020
    It's been a warm spring, but a blanket of caution and uncertainty clouds visibility
    • There was no discernable change to the overall order activity for semiconductor equipment as increases in Memory and Subcon/Adv Packaging were offset by declines in SOC Mobile and SOC Computing
    • Memory activity hit another high for the year and it's finally in positive territory
    • Pricing trends in Memory have been on the mend, which should help support higher spending in 2H20
    • There were minor changes made to the 2020 forecasts in June
      • IC sales forecast has been upgraded to +2% from +1% on the back of stronger pricing in 1H20
      • IC units were also upgraded to +1%
      • Equipment and Electronics forecasts remained unchanged at +7% and -5%, respectively
    • VLSI's Chip Price Performance Index (CPPI) bounced back
      • DRAM rose
      • NAND declined
      • MPUs declined
    • Inventory to Billings ratio is trending higher

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