Semiconductor Equipment Weather Report

    The Chip Insider®
    Semiconductor Equipment Weather Report: October 20, 2020
    Semiconductor Equipment Weather Report
    • Order activity for semiconductor equipment extended its run for the fourth straight week
    • SOC Mobile, SOC Computing, and DAO led the pack, hitting new highs for the year
    • Chipmakers and equipment suppliers are off to a great start this earnings season, beating revenue expectations and guiding above street estimates
    • The non-memory market in particular is performing very well and is ending the year on a strong note
    • Memory market appears to be hitting some speed bumps following a strong Q3
    • Despite the uncertainties, chipmakers and equipment makers remain cautiously optimistic about 2021 and expect another growth year
    • There were no significant changes made to the 2020 forecast in October
    • VLSI's Chip Price Performance Index turned lower
      • DRAM fell
      • NAND flat
      • MPUs fell
    • IC inventories remain at elevated levels
    Climbing up

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