Cautiously moving ahead

    The Chip Insider®
    Semiconductor Equipment Weather Report: May 11, 2020
    Cautiously moving ahead
    • Order activity for semiconductor equipment extended its gains for the fourth straight week, jumping past 66 degrees
    • Despite ongoing uncertainty, the equipment market is on track for a strong Q2 with sales expected to increase by mid-single digits (more details coming in next week's monthly update)
    • Advanced Logic & Foundry and China remain the brightest spots offsetting the weakness in Memory and DAO
    • The monthly data for April from the Taiwanese manufacturers was very positive; however, the momentum slowed down following a hot March
      • Foundry sales declined 13% sequentially in April, but they were up a healthy 28%
      • Subcons saw their YoY growth slow in April to 24% from 29% the previous month
      • DRAM sales followed a similar trend slowing from 44% to 37%
      • Meanwhile Fabless sales slipped in negative territory in April following strong results in Q1
    • VLSI's Chip Price Performance Index (CPPI) slipped further
      • DRAM dropped
      • NAND dropped
      • MPUs flat
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