Flying into the New Year

    The Chip Insider®

    Semiconductor Equipment Weather Report: December 14, 2020

    Andrea Lati
    Flying into the New Year
    • Order activity for semiconductor equipment remained flat, at a warm 81 degrees
      • The decline in Mobile was offset by increasing activity in Memory and Subcon & Adv. Packaging
    • All segments hovering in growth territory
    • Equipment suppliers are ending the year on a strong footing as the recovery becomes more broad-based
    • The November data from the Taiwanese companies was in line with our view of a continuing recovery
    • There were few changes made to the forecasts in November
      • IC units forecast for 2020 was upgraded from 4.4% to 6.2% due to a strong rebound in DAO in Q4
    • VLSI's Chip Price Performance Index edged higher
      • DRAM rose
      • NAND declined
      • MPUs flat
    • Equipment market was red hot in Q3, another sequential increase is expected in Q4
    Flying into the New Year

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