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    The Chip Insider®
    Semiconductor Equipment Weather Report: August 4, 2020
    Andrea
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    • Order activity for semiconductor equipment continued to rise, jumping past 81 degrees
    • This is turning out to be a hot summer for both equipment suppliers and chipmakers, underlined by strong earnings results in Q2 and a solid outlook for Q3
    • Visibility for equipment suppliers is extending through Q4
    • Despite the world pandemic and a global recession, 2020 will be a very strong year for the semiconductor industry
    • The IC Forecast for 2020 has been upgraded to +7% from +6%
    • Equipment forecast will also receive an upgrade in the next monthly update from the current +7%
    • VLSI's Chip Price Performance Index slid 0.7 points
      • DRAM fell
      • NAND fell
      • MPUs declined
    • Semicoductor Inventories are rising
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