The Chip Insider® Semiconductor Equipment Weather Report: May 26, 2020

    The Chip Insider®
    Semiconductor Equipment Weather Report: May 26, 2020
    It's warming up
    • Order activity for semiconductor equipment continued to warm up, jumping by two points to 74 degrees
    • All segments posted healthy gains with Subcon/Advanced Packaging recording the biggest increase
    • Chipmakers are sticking to their roadmaps and spending plans despite ongoing uncertainty at the macro level
    • Strong demand from datacenters, coupled with big content increases in 5G devices, will likely offset the decline in unit volumes that are projected for smartphones, PCs, and tablets
    • This should keep IC sales in positive territory in 2020
    • VLSI's Chip Price Performance Index (CPPI) fell half a point
      • DRAM dropped
      • NAND declined
      • MPUs rose
    • Electronics sales are expected to improve in 2H20, but will still be in the red for the second consecutive year

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