All eyes are focused on the second half

    The Chip Insider®
    Semiconductor Equipment Weather Report: June 29, 2020
    Andrea Lati
    All eyes are focused on the second half
    • Order activity for semiconductor equipment edged higher, jumping above 75 degrees with nearly all segments recording increases
    • The first half of the year is closing out and it's been a strong one for both chipmakers and equipment suppliers
    • The second half of the year, especially fourth quarter, look very uncertain due to rising COVID-19 cases, the ongoing trade war with China, and the U.S. elections
    • The positive is that VLSI's Chip Price Performance Index continued to offer good news, finishing flat for the second straight week
      • DRAM flat
      • NAND flat
      • MPUs flat
    • Utilization Rates improved across the board in 2Q20

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