SEMI Equipment Outlook in the wake of COVID-19

    The Chip Insider®
    Equipment & Emerging Markets
    June 1, 2020
    Semiconductor Equipment Outlook
    Semiconductor manufacturing has shown exceptional resilience while WGDP is collapsing from COVID-19 related shutdowns. Semiconductor demand has not dropped along with other sectors of the economy. Foundries, IDMs, and China continue to invest in semiconductor manufacturing capacity. The incoming data is very clear that VLSI's original top-down economy- driven COVID-19 down cycle is not materializing in 2020 and a revision from the previous update is provided.

    WildPhotons: Knowing what is right...
    Semi Manufacturing in the Wake of COVID-19
    Has shown exceptional resiliency
    • Semiconductor manufacturing has shown exceptional resilience during COVID-19 Shutdowns.
    • WGDP is collapsing from COVID-19 related shutdowns.
      • Demand is dropping as populations get stay-in-place or quarantine orders throughout the world.
      • Overall consumer and industrial demand has fallen substantially.
    • Semiconductor demand has not dropped along with other sectors of the economy.
      • Automotive and Industrial electronics are an exception to this general trend.
    • The Foundries and IDMs continue to invest in capacity to prepare for:
      • Substantial 5G ramp.
      • Accelerating demand for Cloud and Datacenters.
      • Demand spike in PCs and associated peripherals from working-at-home-economy.
    • The incoming data is very clear VLSI's original top-down economy-driven COVID-19 down cycle is not materializing in 2020.
      • Business appears to be solid through 3Q2020
             
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