Semiconductor WEEK: An overview of results and conclusions from recent reports at VLSI.Chip Market Research ServicesThe upturn has broken out & is running wild• Order activity for semiconductor equipment surged to a sizzling 98 degrees• Visibility for equipment suppliers has extended well into the second half of the year with equipment delivery being the only issue• VLSI’s Chip Price Performance Index stayed hotSemiconductor AnalyticsLast Week in the Semiconductor Market:Semiconductor sales turned down in a normal start of a March drop. They remained up y/y. Focusing on the NAND market this week, the 13-week MA – with 16% y/y growth – shows this segment is smoking hot. This is also demonstrated by sales almost flatlining in a season that’s typically sinking. Last week, Auto ICs had the highest w/w growth, followed by Analog & Power. DRAM had the lowest growth. The IC weather stayed Hot with 0?F change for the second week.Semi Market results from last week: • Semiconductor Weather1 Report: Hot• Wafer Fab Production Levels: Rising• IC Supply-Demand2 Metrics: Shortage• Electronics Prices are declining The Chip InsiderStrategy and Tactics: Semiconductor Equipment Market Growth: Comments, Q & A. Consistent Semiconductor Equipment Market Growth: Comments, Questions, & Answers for reasons the Fab Line Cost 1995-2010 increased?• The gap between the equipment forecast and the fab cost trend is growing. • There is a potential for the gap to turn into an emerging crisis with not enough equipment to fill demand.• Is it a correct statement that your optimistic view on the mid-term WFE outlook is NOT related to COVID-19 and its impact “Stay@home” but more fundamentally to the fact that 450mm did not happen and that chips become increasingly complex with more elements added into the equation?• Do you consider the COVID-19 impact to be a more cyclical than a change of secular trend which created more a onetime pull-in of demand?• What is fab line cost?For Your Reference: Edwards on Industry Environmental Challenges
• Key business drivers• Leading semiconductor equipment suppliers• Challenging year• 2020 notesChip History CenterOrganizations: Inside Intel’s Microprocessor’s covers a pictorial and spec history from their first, the 4004, through their Centrino™ P4 with Hyper treading. Along the way, it takes you from transistor counts of 2300 and CDs of 10000nm in 1971 to 77 million transistors at true half-pitch linewidths of 130nm. Originally taped in 2004, Thomas Sonderman discusses Automated Precision Manufacturing and how it allows a company to compete effectively in the semiconductor industry. The interview covers the IT needs in semiconductor manufacturing. How the SIA got started is a video interview with the legendary Wilf Corrigan who was there when this soon-to-be-great organization got started. He Wilf offers the firsthand account of someone who was literally at table for the founding of the Semiconductor Industry Association. Find out why it got started, how it got started, what they hoped to accomplish, and what they did accomplish. Here you had a group of super-competitive entre-preneurs going to Washington for help against unfair trade pract-ices. Did they ask for a handout like most industry's? Find out the SIA’s unique approach to the prob-lem and how it was instrumental in keeping America’s Semicon-ductor industry competitive.
VLSI's Semiconductor Stock Indices rose this week, Electronic Materials and the market both hit new yearly highs. • Semiconductors +1%• Equipment +2%• EDA 0%• Electronic Materials +5%VLSI’s Semiconductor Stock Index was led up 0.9% by MagnaChip Semiconductor, Amkor, and MaxLinear who claimed three of the top six stock spots this week.IDM +0.7%Foundry & OSAT +1.3%Fabless & Fablite +2.1%VLSI’s Semiconductor Equipment Stock Index was led up 1.7% by Onto Innovation and Kulicke & Soffa. FormFactor, Veeco Instruments, and ASML were also top performers this week, finishing above the weekly average.WFE +1.9%Test +1.9%Assembly +2.1%VLSI’s EDA Stock Index was flat this weekVLSI’s Electronics Materials Stock Index jumped 4.6% to a fresh new yearly high, DNP came out on top.Hottest Stocks: Onto Innovation, DNP, MagnaChip Semiconductor, Amkor, Kulicke&Soffa, and MaxLinear