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    SemiWEEK: 3nm – The Different Development Strategies of TSMC and Samsung; WFE Outlook 1Q2021; Stocks Surged

      Andrea Lati
     Feb 8, 2021

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

    Chip Market Research Services

    Surging forward into an early spring
    • Order activity for semiconductor equipment jumped more than 2 points, hitting a sizzling 90 degrees—a level not seen since Dec. 2017
    • Chipmakers are adding more capacity as they grapple with intensifying shortages across several segments
    • VLSI’s Chip Price Performance Index stayed hot
    Semiconductor Analytics
    Last 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 Notebooks

    The Chip Insider

    Strategy and Tactics: 3nm – the Different Development Strategies of TSMC and Samsung

    3nm – The different development strategies of TSMC and Samsung: Many have noted that the biggest difference between these two 3nm processes is TSMC is pushing finFET down another node, while Samsung is jumping to GAA. While it would be easy to jump to conclusions about who’s in the lead, more interesting is the strategic decision-making going on and what the differing risk profiles say about each. In other words, has TSMC really fallen behind or is their market position such that they want to minimize risk? Has Samsung jumped ahead or are they more willing to take on more risk to gain a strategic advantage?

    What’s Happening and What’s the Meaning: Betting all the Chips: … an interesting timestamp for how long it takes for strategic knowledge to migrate from industry insiders to …
    Getting the Band Back Together: Intel announced that Sunil Shenoy is returning to run Design Engineering and …

    Maxim: R&D Productivity in Semiconductors is a Sport, not a Process. It’s a strategic error to approach managing semiconductor research and develop like it’s a manufacturing line. Running a fab line requires a firm hand, while getting consistent productivity out of R&D requires a very light touch. Great leaders of R&D teams are more like coaches than managers…

    Semiconductor Manufacturing:
    Semiconductor Equipment Outlook
    • Semi Manufacturing is accelerating
    • Forecast Scenarios
    • Changes since last forecast
    • Semi Equipment Trends
    • Long-term trends
    • VLSI’s view

    Chip History Center
    People: Scott Kulicke, discusses the challenges going forward in semiconductor packaging and assembly in this 2004 interview. Topics covered include: productivity, effect of new wafer fab processes, early efforts to replace gold wire with copper wire, flip-chip’s failure to take hold, China’s rise, ASE passing Amkor, offshoring semiconductor equipment manufacturing from the United States. And more.
    30 Years Ago: Time Line: February 21, 1987 - TSMC Founded The founding of TSMC on February 21, 1987 marks an earthquake that would move the tectonic plates that formed the global structure of semiconductor industry. That earthquake was the formation of what would come to be called ‘the pure-play foundry’ based on Morris Chang’s vision that the only way to build a business out of selling finished wafers to chip companies was to base it on the strict principle of never competing with a customer …
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices surged this week as earnings are coming in higher than expected.
    • Semiconductors +4%
    • Equipment +6%
    • EDA +6%
    • Electronic Materials +3%

    VLSI’s Semiconductor Stock Index was led up 3.7% by ASE, buoyed by stronger than expected earnings. Amkor and On Semiconductor had a strong week as well.
    IDM +4.7%
    Foundry & OSAT +5.7%
    Fabless & Fablite +3.3%
    VLSI’s Semiconductor Equipment Stock Index was led up 6.3% by Kulicke & Soffa, which soared after the announcement of their strong quarterly earnings and the acquisition of Uniqarta.
    WFE +5.5%
    Test +8.2%
    Assembly +8.3%

    VLSI’s EDA Stock Index jumped 5.5%.
    VLSI’s Electronics Materials Stock Index was led up 3.1% by CMC Materials, which beat analysts estimates for the quarter.
    Hottest Stocks: Kulicke & Soffa, ASE, Amkor, CMC Materials, FormFactor, and On Semiconductor

    Views: 1877
    Domain: Electronics
    Category: Semiconductors

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