The sun's still bright, but visibility remains limited
The Chip Insider®
Semiconductor Equipment Weather Report: November 30, 2020
The sun's still bright, but visibility remains limited
- Order activity for semiconductor equipment fell by more than a point after hitting a yearly high the previous week
- Equipment suppliers are ending the year with a lot of momentum and feel positive about the year ahead
- Part of the optimism is driven by the rapid digital transformation of the economy, the 5G ramp, and the ongoing expansion in cloud computing
- Uncertainties about the year ahead remain
- A surge in COVID-19 cases in the U.S. and Europe will likely put a temporary damper on the economic recovery
- China remains another area of concern for equipment suppliers with the blacklisting of SMIC and Tsinghua's recent default on a domestic bond issue
- VLSI's Chip Price Performance Index declined a mere 0.1 points
- DRAM flat
- NAND declined
- MPUs declined
- Utilization rates remain at healthy levels
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