Semiconductor Equipment Weather Report

    The Chip Insider®
    Semiconductor Equipment Weather Report: August 10, 2020
    Andrea Lati
    Still green, but clouds abound
    • Order activity for semiconductor equipment turned lower, ending a ten-week run due to growing uncertainty about Q4
    • Chipmakers are becoming more cautious about their outlook with some of them seeing limited growth prospects in the second half due to customer inventory digestion and a weak macro backdrop
    • The July data from the Taiwanese manufacturers was in line with our expectations of a slowing momentum in the second half of the year for the IC makers
    • Part of that is because the yearly comparisons will become less favorable as the IC industry started to recover in 2H19
    • VLSI's Chip Price Performance Index fell

      0.5 points
      • DRAM fell
      • NAND fell
      • MPUs rose
    • Equipment revenues are surging
    Still green, but clouds abound...

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