The Chip Insider® - Semiconductor Equipment Weather Report: June 1, 2020

    The Chip Insider®
    Semiconductor Equipment Weather Report: June 1, 2020
    It's been a green spring, but the view is too close
    • Summer is here for equipment suppliers as order activity for semiconductor equipment hit a warm 75 degrees
    • Subcon/Advanced Packaging and Memory recorded the biggest gains while SOC Mobile and Computing hovered at 80 degrees
    • Strong demand from work-at-home economy and datacenters has been more than enough to offset the weakness in Mobile, auto, and industrial
    • VLSI's Chip Price Performance Index (CPPI) decline is declerating
      • DRAM dropped
      • NAND declined
      • MPUs rose
    • Utilization rates are on the rise in Q2

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