Semiconductor WEEK: An overview of results and conclusions from recent reports at VLSI.
It's hot out there!• Order activity for semiconductor equipment continued to heat up, jumping past 93 degrees for the first time since 2017• Shortages, coupled with persistent pressures from COVID-19 restraints on the supply chain, will cause high levels of volatility in the market in 2021 and 2022• VLSI’s Chip Price Performance Index stayed hotSemiconductor AnalyticsLast Week in the Semiconductor Market:Semiconductor sales continued a steep upward track for the 4th week, with the 13-wk MA at +17%. Focusing on Logic this week with new quarterly results in,13-week MAs show it 15% above 2020 at this point. Growth has mostly accelerated since Nov, as foundry shortages strengthened prices. IC Wafer Fab Production levels are running well above 2020 levels...Semi Market results from last week: • Semiconductor Weather1 Report: Warm, Cooler• IC Supply-Demand2 Metrics: Shortage• IC Wafer Fab Production Racing to keep up• Electronics Prices are declining with significant weakness in Smartphones and NotebooksThe Chip InsiderSemiconductor Manufacturing: Assembly Equipment Outlook• Booming demand through supply chains• Changes since last forecast• Strong 2H20 recovery – typical for Assembly Equipment o Followed by similar growth in 2021• VLSI’s viewChip History CenterPeople: Semiconductor lithography history: Bill Arnold, Gene Fuller, Phil Ware, and their views about the future of semiconductor lithography in 2003. The history of technology development always looks like a clear linear path in retrospect. But it’s never clear when you’re in the middle of it. These historic videos take you back to 2003, when 193nm immersion was still a concept, 157nm exposure tools were expected to be ready soon, and progress on EUV was extremely difficult. Semiconductor StocksVLSI's Semiconductor Stock Indices soared this week with three of the indices and the market hitting fresh new yearly highs. • Semiconductors +6%• Equipment +10%• EDA +7%• Electronic Materials +1%VLSI’s Semiconductor Stock Index was led up 6.2% this week by Amkor, who rocketed 35.6% following the release of their strong fourth quarter results. MaxLinear was also a top performer this week, up 15.8%.IDM +4.9%Foundry & OSAT +12.8%Fabless & Fablite +6.2%VLSI’s Semiconductor Equipment Stock Index was led up 9.6% by Applied Materials, KLA, Lam Research, and Teradyne who claimed four of the top six spots this week.WFE +9.8%Test +10.6%Assembly +8.4%VLSI’s EDA Stock Index soared 7.1%.VLSI’s Electronics Materials Stock Index was led up 1.4% by SOITEC. Hottest Stocks: Amkor, Applied Materials, MaxLinear, KLA, Lam Research, and Teradyne