Fresh signs point sideways

    The Chip Insider®
    Semiconductor Equipment Weather Report: September 23, 2020
    Andrea Lati
    Fresh signs point sideways
    • Order activity for semiconductor equipment hovered at a warm 80 degrees
    • SOC Mobile and DAO jumped by another point while the other segments remain flat from the previous week
    • With 2020 pretty much in the bag all the focus is shifting to next year
    • Despite the uncertainty, chipmakers believe in the secular trends driving the industry like AI, 5G, and data economy; they are continuing to invest in capacity and new technologies to prepare for it
    • Electronics forecast was upgraded from -5% to -3% on the back of better-than-expected Q2 and Q3
    • IC and Equipment forecasts remain nearly unchanged at +7% and -5%, respectively
    • VLSI's Chip Price Performance Index edged higher
      • DRAM rose
      • NAND flat
      • MPUs flat
    • Inventories remain at elevated levels
    Fresh signs point sideways

    Click here to get more information about Semiconductor Chip Market Research Services