It's cooling off

    The Chip Insider®

    Semiconductor Equipment Weather Report: September 29, 2020

    Andrea Lati
    It's cooling off
    • Order activity for semiconductor equipment slipped one point with nearly all segments turning lower
      • Much of the cooling is seasonal
    • Chipmakers are largely in a digestive mode at this point of the year because it is too late to get equipment in and wafers are starting to hit the Christmas window
    • Equipment suppliers expect to finish the year strong, but the visibility for 2021 remains spotty especially since they find themselves in the middle of the tech cold war with China
    • With China accounting nearly a third of equipment sales in 2020, heavy restrictions could have a significant impact on the 2021 outlook
    • VLSI's Chip Price Performance Index declined
      • DRAM fell
      • NAND declined
      • MPUs rose
    • Semiconductor equipment sales remain healthy
    It's cooling off

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