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    ASM Pacific Technology wins fourth triple crown; Stocks rose

      Andrea Lati
     Aug 17, 2020

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

    Chip Market Research Services
    Still green, but clouds abound
    • Order activity for semiconductor equipment turned lower, ending a ten-week run due to growing uncertainty about Q4
    • Chipmakers are becoming more cautious about their outlook with some of them seeing limited growth prospects in the second half due to customer inventory digestion and a weak macro backdrop
    • The July data from the Taiwanese manufacturers was in line with our expectations of a slowing momentum in the second half of the year for the IC makers
    • Part of that is because the yearly comparisons will become less favorable as the IC industry started to recover in 2H19
    • VLSI’s Chip Price Performance Index fell 0.5 points

    Customer Satisfaction Survey
    White Paper: ASM Pacific Technology wins fourth triple crown
    ASM Pacific Technology, the world leader in the supply of semiconductor assembly and packaging equipment, receives 4½ VLSI Stars

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales took a seasonal dip last week, but remain on a growth path for the year. The last 5 weeks have been above the same period in the peak year of 2018. Focusing on Analog & Power Semiconductors visible signs of a recovery have emerged.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 3Q20/3Q19: Slipped to 19%
    • Semiconductor Weather1 Report: Warm, Hotter
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: Declining

    Chip History Center
    People: Hans Stork, then Senior Vice President of Silicon Technology Development at Texas Instruments, describes how decision-making processes in a technology development organization yields competitive advantage in this historic 2003 interview. Hans is one of the industry’s most transparent visionaries who tells it like it is on multiple topics including the rise of customer involvement in semiconductor technology development, which was a strategic inflection point in its day. Also, covered are rapid ramp strategy, low-power, interaction of process development with design, building of design and system expertise in mobile markets. Issues with copper interconnect and lo-k. Issues of dielectric porosity and device integration. photonics, maskless lithography, and low-k interconnect.
    The Chip Insider
    Strategy and Tactics: Intel’s Strategic Shift, Etch, and Value of the Lithography.
    Intel’s Strategic Shift: The recent tactical outsourcing and management changes at Intel left many investors and reporters wondering if there had been a strategic shift at Intel and what exactly it was, as the company did not delineate one. They have since asked questions along the lines of … Has Intel lost its way, and has no strategy? Is Intel just reacting to ramp delays and little has changed? Has Intel taken up a strategy to become fabless, by going down the fablite? Is it following AMD to eventually spin-off TMG to become a stand-alone foundry? How can they compete against AMD, who is more than a decade ahead in executing this strategy? How can they compete against AMD with a fabless strategy, when Intel’s differentiation and profits have come from its vertical integration with superior manufacturing against the widely perceived superior design abilities of AMD? Is Intel just feigning weakness as a money magnet for the U.S. government’s newly opened wallet? Now all these are obvious and could be the case. They are also a classic negative external response to questions left open when a clear strategy is not articulated. In reality, no organization takes a path that has a clear negative result. There’s always an expectation of a positive result. So, here’s my positive take on what Intel’s strategy is likely to be based …
    Applied Materials has a new etcher
    Value of Lithography: The average end-market revenue value of leading-edge ICs that pass through a single 193i system or EUV tool generates-per-hour and what’s the rate of loss if it is down and wafers can’t pass through it.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices rose this week along with the market. Electronic Materials hit a new yearly high.
    • Semiconductors -1%
    • Equipment +3%
    • EDA -1%
    • Electronic Materials +3%.

    VLSI’s Semiconductor Stock Index slipped 0.7%, ON Semiconductor came out on top.
    IDM 0.0%
    Foundry & OSAT -2.8%
    Fabless & Fablite +0.2%
    VLSI’s Semiconductor Equipment Stock Index was led up 2.8% by Nikon, Advantest, and Applied Materials.
    WFE +3.4%
    Test +3.9%
    Assembly -0.8%

    VLSI’s EDA Stock Index slipped 0.9%.
    VLSI’s Electronics Materials Stock Index was led up 3.0% by Shin-Etsu.
    Hottest Stocks: Nikon, Advantest, Applied Materials, ON Semiconductor, Shin-Etsu, and Qualcomm

    Views: 1566
    Domain: Electronics
    Category: Semiconductors

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