Temperatures are leveling off at warm levels, but customers remain wary

    The Chip Insider®

    Semiconductor Equipment Weather Report: September 9, 2020

    Andrea Lati
    Temperatures are leveling off at warm levels, but customers remain wary
    • Order activity for semiconductor equipment meandered around the 79-degree mark in a quiet week
    • Foundry remains the hottest area among segments
    • Memory manufacturers are going over a soft patch in the 2H20 as datacenters slow down some of their procurements
    • Equipment suppliers have enough visibility for the remainder of the year; however, visibility for the first half of 2021 remains low
    • The recent expansion of sanctions on the Chinese chipmakers is driving even more uncertainty in an already uncertain business environment
    • VLSI's Chip Price Performance Index surged
      • DRAM soared
      • NAND flat
      • MPUs declined
    • Semiconductor production is rising
    Moving ahead with caution

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