Cautiously moving forward

    The Chip Insider®

    Semiconductor Equipment Weather Report: September 15, 2020

    Andrea Lati
    Cautiously Moving Forward
    • Order activity for semiconductor equipment bounced back, jumping to 80 degrees after slipping in the previous two weeks
    • Mobile SOC led the pack, jumping nearly three points, followed by Digital Consumer and DAO
    • Logic manufacturers and Foundries continue to see solid demand from their customers
    • Memory manufacturers are encountering some inventory-digestion headwinds and have turned more cautious about spending
    • The recent rally of the CPPI is a positive sign, suggesting the recent slump in memory might be brief
    • The August data from the Taiwanese manufacturers came within our expectations
    • VLSI's Chip Price Performance Index stayed hot
      • DRAM soared
      • NAND increased
      • MPUs fell
    • Utilization rates remain healthy
    Cautiously moving forward

    Click here to get more information about Semiconductor Chip Market Research Services