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    Why China’s rise to world dominance is not inevitable. DRAM Market. Square root recovery; Stocks were mixed

      Andrea Lati
     Oct 26, 2020

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

    Chip Market Research Services
    Climbing up
    • Order activity for semiconductor equipment extended its run for the fourth straight week
    • Chipmakers and equipment suppliers are off to a great start this earnings season, beating revenue expectations and guiding above street estimates
    • VLSI’s Chip Price Performance Index turned lower

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales walked last week to 2018 levels, while staying above Q2. IC Highlights Last week, DRAM made the largest gain, followed by Analog & Power. Growth dropped for NAND and Auto while sliding for Logic. IC Prices came under pressure as the 14-week string of rising y/y growth was broken.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: The 4Q20 Nowcast jumped to +5%
    • Semiconductor Weather1 Report: Warm, with mixed sectors
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Pricing Trend: Prices rose with strength in Smartphones and Consumer

    Chip History Center
    Applied Materials introduces Producer wafer fab system: July 2, 1998 … Applied Materials’ introduction of the Producer® in July 1998, marks an important turning point in the history of the semiconductor industry... The pressure to make this transition was driven by the need for greater productivity as … AMAT’s Producer design team conceived of it as a one-two punch to solve poor cluster-tool productivity and bridge the 200mm-to-300mm jump. At the time, tool designers still tended to focus designs on narrow application segments ... Customers did not want bridge tools … The Producer platform was a gutsy move because it offered what customers needed but didn’t want. Great equipment companies have done this in the past and won big. The Producer would go on to be one of the most successful platforms in the industry’s history, bridging many deposition and etch applications.
    The Chip Insider’s original review of Applied Materials' Producer at its introduction July 4, 1998: a new revolution is upon us … It has been ten years … since Applied Materials set the world afire with its Precision 5000 cluster tool. Now, Applied Materials has just done what no one does better, it has reinvented itself with the PRODUCER™. The PRODUCER™ is designed around new architecture concepts which obsolete all current cluster tool designs. More importantly, Applied Materials has reinvented the cluster tool in a sweeping way that challenges all past thinking about fab equipment…

    The Chip Insider
    Strategy and Tactics: Why China’s rise to world dominance is not inevitable. DRAM Market. Square root recovery.
    Why China’s rise to world dominance is not inevitable: My personal bias is that I stand outside the common belief China’s rise to world dominance over the semiconductor industry is inevitable. The proponents of this base it on the thesis that:
    1. They have more money to throw at it than anyone
    a. And they’re willing to throw more money at it than any country before them
    2. They’re Communist and see profit seeking as a Capitalist weakness
    a. In other words, they don’t care how much money they lose
    b. Thus, yields are unimportant
    3. Even if they do care about money, the cost of world dominance is so low they won’t care
    a. Yes, Japan rose and fell… But it was never as large as China, with as large a consumer base
    4. They have 5-year plans and are patient and persistent about pursuing them
    5. They’re Chinese, which makes them a bigger Taiwan waiting to happen

    Obviously, these are all valid points. However, the potential flaws are …

    What’s Happening and What’s the Meaning: DRAM market to get a boost from … Apple’s new camera that’s also a phone and selling 5G.

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices were mixed again this week with Semiconductor and Electronic Materials stocks hitting fresh new highs for the year.
    • Semiconductors +0%
    • Equipment -0%
    • EDA -2%
    • Electronic Materials +1%

    VLSI’s Semiconductor Stock Index squeezed a 0.2% gain this week. MaxLinear was this week’s biggest winner following the preannouncement of their earnings which showed much stronger sales than expected.
    IDM +0.1%
    Foundry & OSAT +1.9%
    Fabless & Fablite -0.2%
    VLSI’s Semiconductor Equipment Stock Index slipped 0.1% this week. Teradyne came out on top after a better than expected Q3 and their strong guidance upside.
    WFE -0.6%
    Test +2.7%
    Assembly -0.6%

    VLSI’s EDA Stock Index decreased 1.5%.
    VLSI’s Electronics Materials Stock Index was led up 0.5% by Tokyo Ohka to a new yearly high.
    Hottest Stocks: MaxLinear, Western Digital, UMC, Teradyne, ASE, and Veeco Instruments

    Views: 823
    Domain: Electronics
    Category: Semiconductors

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