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    SemiWEEK: IEDM 2020: Chip Maker Strategies. The Auto IC Shortage; Stocks jumped

      Andrea Lati
     25th-Jan-2021
    Description:

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

    Chip Market Research Services

    Business is in Full Bloom...
    • Order activity for semiconductor equipment surged nearly four points in the third week of January, hitting a hot 87 degrees
    • All segments recorded strong gains led by SOC Mobile and Computing
    • There were some notable changes made to the forecasts in January
    • VLSI’s Chip Price Performance Index turned hot

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales Semiconductor sales continued a steep upward track for the 2nd week of the year. The IC weather warmed to 85?F with 8 out of 9 markets jumping to a new level. Focusing on the DRAM picture this week,13-week MAs show it 10% above 2020 on soaring raw data.
    Semi Market results from last week:
    • Semiconductor Sales 13 Week MA rose to +23% above 2020
    • Semiconductor Weather1 Report: Heated up to Warm
    • IC Supply-Demand2 Metrics: Tight
    • IC Wafer Fab Production accelerating
    • Electronics Prices are rolling over as post-holiday demand softens

    The Chip Insider
    Strategy and Tactics: IEDM 2020: Chip Maker Strategies. The Auto IC Shortage.

    IEDM 2020: What it said about the most important drivers of the semiconductor supply chain. By this, I mean where the focus was at IBM, Intel, GlobalFoundries, Samsung, and TSMC. In general, the Logic focus on Gate-All-Around (GAA), 3D-Integration, mmWave, new embedded memory, interconnect, and a rich amount of DCTO content. The GAA papers showed an interesting path for vertical integration of logic, which will drive density like we’ve seen in 3D NAND.

    The Auto IC Shortage and the last TCI Graphics: Blindsided by this week’s breaking news that Auto companies were shutting down factories because of a lack of semiconductors. The tsunami effect of the deep sea COVID earthquake on Automotive IC sales was first published in Semiconductor Analytics and as ChipChirps™ back in October. Auto IC market share peaked in the last week of December, 2019. This share fell 2/3rds by the week of 8 May 2020 (2.05), while auto sales grew. The effect of this is laid out below, along with where the blame should lie in the Auto supply chain.


    Chip History Center
    People: Mark Bohr, Intel Fellow discusses process technology development on Intel's 65nm Process in this 2003 interview. It marks the first fully integrated 65nm process flow. The process was a fully featured process for MPUs including copper interconnect, second generation strained silicon, HKMG and more including their new D1D manufacturing fab…

    Exhibits: The Near Impossibility of Making a Microchip: This superb article, about the birth of the Perkin Elmer Projection Scanning Aligner, was first published in the Fall 1999 issue of American Heritage of Information & Technology. It describes a birth that was almost stillborn, but without which, today's step-and-scan exposure systems might not exist; nor would the super-complex chips at the heart of almost all electronic devices. Read the full article below to get a feel for the industry's struggles and how close it might have come to utter failure, but how it was saved by some of our industry's brightest stars.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices jumped to new highs this week along with the market.
    • Semiconductors +3%
    • Equipment +3%
    • EDA +3%
    • Electronic Materials +2%

    VLSI’s Semiconductor Stock Index was led up 2.6% by UMC. Panasonic and MediaTek also had a strong week. Claiming three of the top six performers for the week.
    IDM +0.0%
    Foundry & OSAT +4.2%
    Fabless & Fablite +3.1%
    VLSI’s Semiconductor Equipment Stock Index was led up 3.2% by ASM Pacific Technology, ASM International, and ASML. Claiming the other three top performers for the week.
    WFE +6.9%
    Test +6.3%
    Assembly +10.4%

    VLSI’s EDA Stock Index was led up 3.2% by Synopsys.
    VLSI’s Electronics Materials Stock Index was led up 1.6% by JSR
    Hottest Stocks: UMC, Panasonic, ASM Pacific Technology, ASM International, ASML, and MediaTek.

    Views: 709
    Domain: Electronics
    Category: Semiconductors