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    SemiWEEK: Government Semiconductor Support Escalation; Stocks jumped

      Andrea Lati
     Jun 1, 2021
    Description:

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

    Chip Market Research Services
    The seas are calm and there's plenty of light left before we get to next year
    • Order activity for semiconductor equipment jumped past 105 degrees with SOC Computing clocking in the biggest gain
    • Equipment suppliers remain very bullish about this year’s prospects and they expect the positive momentum to carry over into 2022
    • VLSI’s Chip Price Performance edged higher
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales turned up, holding to an 11-week run of double-digit gains over last year. W/Q growth was slightly negative. Focusing on NAND, Y/Y growth MA’s have improved significantly from March lows and are in solid double-digit territory halfway through the quarter. Sales are running at healthy levels and are not over-saturated
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather was cooler, with a 1?F slide for the week.
    • Wafer Fab Production Levels: IC Wafer Fab Production levels rose.
    • IC Supply-Demand2 Metrics: VLSI’s IC Supply/Demand indices’ Tight conditions held.
    • Electronics Prices Electronics’ Prices were down again.

    The Chip Insider

    Strategy and Tactics: Government Semiconductor Support Escalation.



    Government Support Escalation: They say that a frog in hot water will jump out. But a frog in water where the temperature is slowly being elevated will sit there and cook. The history of government support of semiconductors is a story of both. The water was slowly being elevated in the 1990s and 2010s. Then in 2021, the burner was turned up to high on the induction cooktop of the semiconductor shortage.

    Maxim: A sales group should forecast orders, not sales. It is a general principle that for the greatest accuracy you should have people forecast results for what they are closest..

    The Chip History Center: Semiconductor History in a Virtual Museum… Silicon Valley’s Wars for Global Tech Dominance Semiconductor Companies on the Leading Edge How the U.S. beat Japan in Semiconductors

    ChipChirps™ — VLSI's Semiconductor Analytics report and more. ChipChirps are short notifications from VLSI’s analysts to alert clients about breaking news and events. They are exclusively available on VLSI’s App for Android and iOS.

    VLSIinsiders: Semiconductor Shortage Ending Cryptocurrency Chip boom Moore’s Law: Dead or Alive Silicon Lifecycle Management with Steve Pateras of Synopsys Making the new normal a better normal with Tom Caulfield, of GLOBALFOUNDRIES Semiconductor solutions to the Coronavirus with Tom Sonderman of Skywater.

    Chip History Center
    People: Yan Borodovsky discusses what was happening in 2007 with DFM and Com-putational Lithography at Intel in this historic interview series. Intel had made quite a splash with its announcement that it had developed a new form of computational lithography. At the time, Dr. Borodovsky was a Senior Intel Fellow and Director of Advanced Lithography there. In the first video, he describes the technology. In the second, he demonstrates how it works. In the third, details how innovation really happens at companies like Intel.challenges. At the same time, no leader can be great without great followers. The real question is, what did these leaders set out to accomplish, did they achieve their goals, and what problems did they leave for each that followed them.
    People: Craig Barrett discusses how Intel turned manufacturing into the powerhouse it is today, in the first of this series with Dr. Barrett from 2006. He describes the origins of manufacturing lore such as Copy Exactly, Intel U, and refsnart in this interview. Then he also discusses the future of American competitiveness and the importance of math and science. At the time, he was Chairman of Intel.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices continued to rally, gaining back all of the lost ground from two weeks ago while the market grew this week, albeit at a slower pace than the Semiconductor Stock Indices.
    • Semiconductors +4.1%
    • Equipment +5.2%
    • Electronic Materials +2.2%
    • EDA +4.0%

    VLSI’s Semiconductor Stock Index was led up by UMC, NVIDIA, SMIC, and JCET as earnings season is upon us and things are looking better than analysts originally thought.
    IDM +2.9%
    Foundry & OSAT +7.5%
    Fabless & Fablite +3.3%
    VLSI’s Semiconductor Equipment Stock Index was led up by Onto Innovation and Applied Materials. Onto Innovation posted record revenues for 1Q21, giving its stock a huge boost.

    WFE +6.1%
    Test +4.0%
    Assembly +3.1%

    VLSI’s EDA Stock was led up by Synopsys.
    VLSI’s Electronics Materials Stock Index was led up by SOITEC for the second consecutive week.
    Hottest Stocks: Onto Innovation, UMC, NVIDIA, SMIC, JCET, and Applied Materials

    Views: 430
    Domain: Electronics
    Category: Semiconductors


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