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    SemiWEEK: COVID — 1 Year After; Big Data/AI Based Process Control; Stocks jumped

      Andrea Lati
     29th-Mar-2021
    Description:

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

    Chip Market Research Services
    On the top of the world
    • Order activity for semiconductor equipment continued to climb, but at a slightly slower rate than the previous weeks
    • It’s very hot out there with overall temperature hitting 99 degrees, a level not seen in several years
    • VLSI’s Chip Price Performance moved higher
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales continued to soar, with 10% w/w growth. Focusing on last week’s Analog & Power market, the 13-week MA is at 20% y/y growth and is near it’s January peak. This segment is flying high compared to both 2020 and 2019, with growth solidly double digit. Last week DRAM and Logic ran the fastest overall, followed by Auto, Analog & Power, and NAND. With the 1st quarter’s end near, all segments are close to solid double digit finishes.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: Hot, Hotter
    • Wafer Fab Production Levels: Soaring
    • IC Supply-Demand2 Metrics: Shortage
    • Electronics Prices decline bottoming

    The Chip Insider
    Strategy and Tactics: COVID - 1 Year After and Big Data/AI Based Process Control.

    COVID-19 — 1 Year After the Lockdown: The degree to which the semiconductor market is oversold with double ordering is one of the most interesting information points to be garnered in what was an extremely volatile twelve months. VLSI’s fear index more than doubled from 7% to 16% between the weeks of 3 Jan and 29 May 2020. We hadn’t seen levels higher than this since the Great Recession, more than ten years earlier. But instead of a downturn, growth in IC sales was quite healthy in 2020, catching virtually everyone by surprise. Over the decades, VLSI has mapped the impact of major disease and disaster events on semiconductor industry sales. What we knew a year ago was that while both classes of events typically had immediate impacts on weekly and monthly figures, they have little impact over twelve months…

    Is the semiconductor market oversold with double ordering? The most interesting conclusion from this analysis is that the semiconductor market is probably…

    Applied Materials Introduces Big Data/AI Based Process Control – Applied has been on a roll with their recent blogs on using big data for defect analysis and is now introducing its Enlight® Optical Wafer Inspection System along with its New ExtractAI™ Technology, both of which complement its SEMVision® eBeam Review System. Enlight is faster and thus reduces cost, which is important, but not ground breaking. What is groun -breaking is Applied’s use of AI… These three horsemen of inspection economics … have been a problem since the earliest days of wafer inspection.

    What’s Happening and What’s the Meaning: Apple’s New R&D center…

    Chip History Center
    People: Mark Jagiela on Consolidation and Open Architectures. The mark of a true visionary is when their ideas stand the test of time, which Mark’s views on Open Architecture certainly did. So here’s the video interviews about a subject in heated debate at the time. It gives a glimpse into Teradyne’s CEO in the making.
    • Consolidation in the ATE Industry
    • The Move to an Open Architecture in Semiconductor IC Testing
    • Open ATE Architectures versus Multiple Test Platforms
    • Is it possible to have a non-partisan consortium?

    When Simple IC Scaling Died and the Semiconductor Technology Crisis Arrived. In 2003, Bernie Meyerson, CTO at IBM's Microelectronics Division, shocked the world.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices jumped this week with Material Stocks hitting a new yearly high for the fourth straight week.
    • Semiconductors +1%
    • Equipment +5%
    • EDA +6%
    • Electronic Materials +1%

    VLSI’s Semiconductor Stock Index was led up 1.3% by MagnaChip Semiconductor, which was this week’s biggest winner. UMC, Texas Instruments, and MediaTek also performed well this week.
    IDM -0.5%
    Foundry & OSAT 0.0%
    Fabless & Fablite +2.6%
    VLSI’s Semiconductor Equipment Stock Index jumped 5.3% fueled by strong gains from ASML, Applied Materials, KLA, BESI, and Lam Research who all claimed five of the top six spots this week.

    WFE +7.4%
    Test +2.5%
    Assembly +1.1%

    VLSI’s EDA Stock Index soared 6.1%.
    VLSI’s Electronics Materials Stock Index was led up 1.1% to a new yearly high for the fourth straight week.
    Hottest Stocks: MagnaChip Semiconductor, ASML, Applied Materials, KLA, BESI, and Lam Research.

    Views: 389
    Domain: Electronics
    Category: Semiconductors