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    SemiWEEK: Assembly Equipment Outlook; Test & Related Equipment Outlook; Stocks slipped

      Andrea Lati
     27th-Apr-2020
    Description:

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

    Chip Market Research Services
    All eyes are sharply focused on the second half
    • Order activity for semiconductor equipment hovered at 58 degrees as the decline in SOC Mobile was offset by the increase in SOC Computing and Memory
    • Even though equipment suppliers are not seeing any significant pushouts or cancellations, their visibility for the rest of the year remains very limited
    • So far, the chipmaking industry has weathered the storm far better than other sectors of the economy
    • The fallout at the macro level will likely put a lot of pressure on chipmakers and equipment suppliers in the second half of the year as the industry grapples with growing inventories and weak end-demand
    • VLSI’s Chip Price Performance Index (CPPI) continued to trend lower

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales recovered for the second week in a row. Despite the improvement, sales are still well below the same week in 2019 with DRAM and Auto ICs being hit hardest. Last week Semiconductor S-D held at Balanced as conditions at Foundries improved.
    Semi Market results from last week:
    Semiconductor sales recovered for the second week
    • Semiconductor Sales Nowcast: 2Q20/2Q19: Opened the 2Q20 deeply down
    • Semiconductor Weather1 Report: Chilly
    • IC Supply-Demand2 Metrics: Balanced
    • Electronics Price Trend: Rising

    Chip History Center
    How KLA-Tencor Meets Stringent Process Control Requirements: Ken Schroeder, then President & CEO of KLA-Tencor, discusses the history of process control and the role K-T played in improving wafer fab yield for semiconductor companies.
    KLA 200 Series Reticle Inspection Systems: KLA’s technical success was founded on how it used software to identify defects in optical images. KLA’s business success was founded on its ability to shrink-wrap its software with a full system solution. There were plenty of others trying to do the same thing at the same time.

    The Chip Insider
    Assembly Equipment Outlook:
    • Scenarios for COVID-19 Recovery
    • Where is Semi Manufacturing Heading?
    • Changes since last forecast
    • 2021 recovery followed by cyclical growth
    • Assembly Equipment Trends
    • VLSI’s view
    Assembly equipment sales were already substantially below IC unit trend.
    This low level is creating a capacity shortfall that will be filled. 2020 lower sales will create an even larger capacity shortfall. Creating sharp recovery once economy and consumer demand returns to normal.

    Test & Related Equipment Outlook:
    • Scenarios for COVID-19 recovery
    • Where is Semi manufacturing heading?
    • Changes since last forecast
    • 2021 recovery followed by cyclical growth
    • Test relative to Electronics and ICs
    • VLSI’s view

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices slipped this week along with the market as the COVID-19 crisis continues.

    • Semiconductors 0%
    • Equipment -3%
    • EDA +1%
    • Electronic Materials 0%.

    VLSI’s Semiconductor Stock Index
    slipped 0.4% despite strong gains from STMicroelectronics, ON Semiconductor, and Max Linear
    IDM -0.3%
    Foundry & OSAT -1.7%
    Fabless & Fablite +0.1%
    VLSI’s Semiconductor Equipment Stock Index fell 2.6%, ASM International came out on top.
    WFE -1.6%
    Test -3.3%
    Assembly -4.8%
    VLSI’s EDA Stock Index was led up 0.6% by Cadence.
    VLSI’s Electronics Materials Stock Index
    gave back 0.2%, DuPont was this week’s biggest winner.
    Hottest Stocks this week: DuPont, SOITEC, STMicroelectronics, ON Semiconductor, MaxLinear, and ASM International.

    Views: 1488
    Domain: Electronics
    Category: Semiconductors