It's cooling off as the holiday fog rolls in

    The Chip Insider®
    Semiconductor Equipment Weather Report: October 26, 2020
    Andrea Lati
    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
    It’s cooling off as the holiday fog rolls in

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