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    SemiWEEK: 2020 Review, 4Q20 Auto IC sales, IEDM Highlights; Stocks rose

      Andrea Lati
     Jan 18, 2021

    Semiconductor WEEK: An overview of results and conclusions from recent reports at VLSI.

    Chip Market Research Services
    The upturn is taking off
    • Order activity for semiconductor equipment surged nearly two points, hitting a hot 83 degrees
    • All segments recorded gains and are now hovering above the 80-degree mark
    • Equipment manufacturers feel very optimistic about the year ahead, especially 1H21
    • VLSI’s Chip Price Performance Index continued its upward trend
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales kicked off 2021 in classic recovery. Sales were 20% above 2020 for the 1st week of the year. The IC weather warmed as the normal arctic holiday chill faded. IC Highlights: Auto IC picture shows how buyer shifts, due to COVID, drove shortage
    Semi Market results from last week:
    • The 4Q20 Semiconductor Sales Nowcast: started 1Q21 at +20% above 2020
    • Semiconductor Weather1 Report: Sunny
    • IC Supply-Demand2 Metrics: Tight
    • IC Wafer Production up 12%
    • Electronics Prices rising as demand continues to overwhelm existing supply

    The Chip Insider
    Strategy and Tactics: 2020 Review, 4Q20 Auto IC sales, IEDM Highlights.

    Chip History Center
    People: Sunlin Chou on Intel's R&D Pipeline. The history of semiconductor research at Intel is discussed in this 2004 conversation. Learn how Intel systematically turned research into gold with the approach they developed called the "pipeline." At the core of Sunlin's values is the belief that all problems should be dealt with systematically and this is exactly how he dealt with the issue of reviving Intel's prowess after the 1985 debacle …

    Power, Performance, Cost, and Moore's Law - How Power, Performance, and Cost relate to Moore's Law are discussed in this 2004 conversation with Sunlin Chou, who was then Senior VP and GM, Technology & Manufacturing Group at Intel. Sunlin discusses how managing these parameters has evolved over time. As semiconductor chips get larger with more transistors it would seem that they would consume more power. Learn why this is not the case here. Topics covered include: How leakage currents can rise faster than drive currents as transistors get smaller. Where the power is being consumed in system. The new issues that were emerging as semiconductors crossed the 100nm barrier.

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices rose this week, Semiconductor and Equipment indices reached new yearly highs for a second consecutive week.
    • Semiconductors +1%
    • Equipment +7%
    • EDA -1%
    • Electronic Materials 0%

    VLSI’s Semiconductor Stock Index was led up 1.0% by MagnaChip Semiconductor for a second consecutive week. Intel, SMIC, and ASE also earned strong gains, claiming three of the top six stocks this week.
    IDM +1.2%
    Foundry & OSAT +7.4%
    Fabless & Fablite -1.1%
    VLSI’s Semiconductor Equipment Stock Index soared 7.4% to another fresh yearly high this week. ASM Pacific Technology and Kulicke & Soffa came out on top with Nikon and Lam Research also performing strong in Wafer Fab along with FormFactor in Test.
    WFE +6.9%
    Test +6.3%
    Assembly +10.4%

    VLSI’s EDA Stock Index fell 1.3%.
    VLSI’s Electronics Materials Stock Index was flat this week, Cabot Microelectronics performed better than the weekly average.
    Hottest Stocks: ASM Pacific Technology, MagnaChip Semiconductor, Intel, SMIC, ASE, and Kulicke & Soffa

    Views: 933
    Domain: Electronics
    Category: Semiconductors

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