It's cooling off as the holiday fog rolls in
The Chip Insider®
Semiconductor Equipment Weather Report: October 26, 2020
It's cooling off as the holiday fog rolls in
- Order activity for semiconductor equipment tumbled nearly three points amid rising uncertainty
- All the major segments declined except for Subcon/Adv. Packaging and DAO
- Equipment suppliers have had a strong earnings season and expect solid results in Q4
- They're on track to increase their sales by low double-digits this year and outperform chipmakers for the second consecutive year
- Visibility for equipment suppliers remains limited due to growing uncertainty on both macroeconomic and geopolitical fronts
- Chipmakers have also had a relatively strong earnings season so far-though not as strong as equipment suppliers
- Automotive and Mobile markets are improving following a rough 1H20
- Datacenter has hit a rough patch due to weakness in enterprise and government spending
- VLSI's Chip Price Performance Index finished flat
- DRAM declined
- NAND rose
- MPUs flat
- Equipment growth is rolling over in 4Q20
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