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    SemiWEEK: Heterogeneous Integration Density Trends. Silicon Photonics.10 Things Biden can do to save Semiconductors; Stocks rose

      Andrea Lati
     18th-Dec-2020
    Description:

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



    Chip Market Research Services
    Flying into the New Year
    • Order activity for semiconductor equipment remained flat, at a warm 81 degrees
    • All segments hovering in growth territory
    • Equipment suppliers are ending the year on a strong footing as the recovery becomes more broad-based
    • VLSI’s Chip Price Performance Index edged higher

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales went into their normal December dive, dropping more than 20% w/w. Yet sales were still above Sept’s peak. The IC weather cooled 6?, as the holiday chill set in. Focusing on the overall IC picture this week, 13-week MAs show a classic run to the holidays.
    Semi Market results from last week:
    • The 4Q20 Semiconductor Sales Nowcast: slid
    • Semiconductor Weather1 Report: Hot
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Pricing Trend: are rising again, driven by the holidays & new COVID SiP orders.

    Chip History Center
    People: Alex d'Arbeloff on Teradyne’s history and the lessons he learned from co-founding and leading this legendary company. In his discussion of Nick DeWolf's business model, you'll find lots of the fundamental aspects to starting a business hasn’t changed. You'll also find out as well as how successful start-ups ups are about more than innovation. Alex appears in 3 videos cover Teradyne's Early Days, Teradyne's Rise, and in Lessons Learned he covers his Essential rules for running a semiconductor equipment company

    People: Kumud Srinivasan, Director of Fab Automation, Intel discusses the status of Semiconductor Fab Automation at Intel in this 2004 interview. Find out where Intel was at the time and what it saw ahead in fab automation. At the time, 300mm wafer sizes had just come into vogue and the industry was about to make the jump from Microchips to Nanochips as it moved scale from microns to nanometers..

    The Chip Insider
    Strategy and Tactics: Heterogeneous Integration Density Trends. Silicon Photonics turns hot. 10 Things Biden can do to save Semiconductors. Foundry versus IDM. Maxim: Driving PEs

    Heterogeneous Integration Density Trends: The economic benefits noted a couple of weeks ago in the TCI appear to be driving a massive technology wave in HI. For decades before the 90s, the scale of chips that could be put into a package was small enough to be counted on the fingers of two hands. Small Scale HI had been enabled mostly by the wire bonding or flip-chip technologies developed before the 80s… Today, HI has passed on to Large Scale HI with packages containing die numbers into the 100s and Very Large-Scale HI with 1000s of die on the horizon.
    Why Silicon Photonics turned hot in 2020: It’s more than performance. It’s about power…
    10 Things Biden can do to save Semiconductors: Or how to Make American Semiconductor Manufacturing Great Again. No one in the industry wants this to be a free money free-for-all, with companies scrambling to get a piece of the action. They don’t need the cash. What they do need is a better business environment to put them back on a level playing field. So here are some guidelines that, in my discussions with executives, would level the playing field… some with little costs … First and foremost: Don't build a fab. Instead, make the ground more fertile…
    Comments, Questions & Answers: Foundry versus IDM, which has the advantage?
    Maxim: Narratives – not earnings – Drive PEs – It is a strategic error to focus too closely on the more predictable control of quarterly earnings results, while providing a stale narrative for where future earnings growth will come from. Earnings are just the denominator. Price is driven by investor expectations which, are incredibly fickle: Sunny one day and stormy the next. Invariably, it’s the ability of the CEO to convincingly express a powerful narrative.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices rose this week along with the market. Three of the indices and the market also hit fresh new yearly highs.
    • Semiconductors +2%
    • Equipment +2%
    • EDA +10%
    • Electronic Materials +2%

    VLSI’s Semiconductor Stock Index was led up 2.1% by MaxLinear, Infineon, and Broadcom who claimed three of the top six spots this week.
    IDM +1.5%
    Foundry & OSAT -1.6%
    Fabless & Fablite +3.8%
    VLSI’s Semiconductor Equipment Stock Index increased 1.5% to a new yearly high for the seventh consecutive week. BESI and Veeco Instruments came out of top.
    WFE +1.6%
    Test +1.1%
    Assembly +1.9%

    VLSI’s EDA Stock Index rocketed 9.7% by strong gains from both Cadence and Synopsys.
    VLSI’s Electronics Materials Stock Index was led up 2.2% by DuPont.
    Hottest Stocks: Cadence, MaxLinear, Synopsys, Infineon, DuPont, and Broadcom.

    Views: 1183
    Domain: Electronics
    Category: Semiconductors