Go to # of 24 slideshow

    TSMC's Technology Symposium. Maxims; Foundry & IDM Capital Expenditures 3Q2020; Stocks fell

      Risto Puhakka

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

    Chip Market Research Services
    Moving ahead with caution
    • Order activity for semiconductor equipment edged lower for the fourth consecutive week, slipping below 79 degrees
    • Despite the recent pullback, overall temperatures remain at comfortable levels, though caution abounds across the board
    • VLSI’s Chip Price Performance Index jumped higher

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales pulled up after three tough weeks of sequential declines, fighting moving averages of y/y quarterly growth that are in a steady decline. Strength in laptop prices are a key signal of end market strength. There's also strength in TVs, Appliances, and Digital Cameras due to COVID related component shortages.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: The 3Q20 Nowcast held at +21%
    • Semiconductor Weather1 Report: Warm, Warmer
    • IC Supply-Demand2 Metrics: Loosening
    • Electronics Price Trend: Bottoming

    Chip History Center
    Texas-California battle over the IC invention: The Integrated Circuit was first implemented on August 28, 1958 by Jack Kilby as a heterogeneous IC made up of individual transistors wire-bonded together. Almost 4 months later, to the day, Robert Noyce described a planar IC with lithographically patterned metal interconnect. The two patents were different enough for Texas Instruments and Fairchild Semiconductor to go to war in a courtroom over who really invented it. In this video, Dan Hutcheson has a conversation about the Texas-California battle for who really invented the IC with Wally Rhines who knows it very well, having worked for 21 years at TI, in numerous semiconductor executive management positions.

    Jack Kilby on the IC invention: The historic video of Jack Kilby’s Nobel Prize acceptance speech on the invention of the Integrated Circuit on 28 August 1958. Also of interest for researchers are links to: Turning Potential into Realities: The Invention of the Integrated Circuit, The Chip that Jack Built, The Jack Kilby papers, Who Invented the IC?

    The Chip Insider
    Strategy and Tactics: TSMC’s Technology Symposium. Maxims.
    TSMC’s Technology Symposium was a tech tour de force. Never before in history has a semiconductor company shown so much new technology in so short a time. If you add in the new N12e, they have been developing at least 8 nodes at the same time. And as they have done before, developing on all three edges. They are also driving advanced packaging. Their biggest message was that Moore’s Law is far from dead… They are developing … TSMC’s need for more and bigger wafer fabs.
    What’s Happening and What’s the Meaning: COVID-related component shortages are creating scarcity in the electronics market. HSMC halts production.
    Maxims Reloaded: Look like a duck: cool and collected on the surface, while paddling hard underneath. But never stop paddling, or you will be a sitting duck. I am updating this maxim with TSMC observations. Given TSMC’s historic success and its flat-out run-down Moore’s curve in the nodes following 28nm, it’s hard to believe they would ever have to apply the look-like-a-duck maxim. However, they did and succeeded because of it …
    Semiconductor Manufacturing Markets:
    Foundry & IDM Capital Expenditures:
    • Changes Since Last Forecast
    • Company Focus
    • Advanced Logic & Foundry
    • DRAM & NAND
    • Semiconductor Manufacturing Capex
    • VLSI’s View

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices fell along with the market this week
    • Semiconductors -2%
    • Equipment -4%
    • EDA -5%
    • Electronic Materials +1%.

    VLSI’s Semiconductor Stock Index gave back 1.8%, MagnaChip Semiconductor was this week’s biggest winner.
    IDM +0.1%
    Foundry & OSAT -5.0%
    Fabless & Fablite -1.7%
    VLSI’s Semiconductor Equipment Stock Index fell 4.0%, Advantest came out on top this week.
    WFE -4.3%
    Test -5.7%
    Assembly -3.4%

    VLSI’s EDA Stock Index fell 4.7%.
    VLSI’s Electronics Materials Stock Index was led up 1.3% by Shin-Etsu.
    Hottest Stocks: Shin-Etsu, MagnaChip Semiconductor, Broadcom, MediaTek, JSR, and Tokyo Ohka

    Views: 1683
    Domain: Electronics
    Category: Semiconductors