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    SemiWEEK: IBM Reclaims America's Technology Leadership; Stocks Plummeted

      Andrea Lati

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

    Chip Market Research Services
    It's sunny and hot...
    • There was no discernable change in the order activity for semiconductor equipment, which hovered at a hot 104 degrees
    • With the visibility stretching into 2022, equipment manufacturers are shipping all of the tools they can in order to meet market demand
    • VLSI’s Chip Price Performance slipped
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales growth continued to slow off peak 21 levels, echoing exec views of a weak 2Q21. Focusing on Analog & Power, last week its y/y MA sales growth ran over 40% but it is clearly settling into a normal 2Q pattern. DRAM also registered significant slowing in growth while Auto, Logic, and NAND accelerated.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather was cooler, with a 0?F change for the week.
    • Wafer Fab Production Levels: held well above 2020 levels.
    • IC Supply-Demand2 Metrics: downshifted from Shortage to Tight conditions overall.
    • Electronics Prices are slowly pulling up.

    The Chip Insider

    Strategy and Tactics: IBM Reclaims America’s Technology Leadership.

    IBM reclaims America’s technology leadership: Finally, some good news in a year that’s had crates full of negative news to unpack regarding the U.S. position in semiconductor technology. Yesterday, IBM pushed the leading edge of logic, set at 3nm in Taiwan, to 2nm. What they released was really clean GAA transistors, that give a density equivalent that’s substantially better than a workload-corrected 3nm chip. Since IBM's transistors are destined for supercomputers and not smartphones, I give its 50B transistors in a 150mm-square die a density gain of 1.5X over a workload-corrected 3nm smartphone-workload chip. This is reasonably close to the 1.7-1.8X density gains typical of foundries making node jumps with existing transistors. Anyway, whether you agree or not on it being 2nm, you can’t disagree that it’s substantially more advanced than 3nm. Moreover, 3nm is still on the way to production … Compared to 5nm node chips (such as Apple’s M1), IBM’s workload-corrected density gain is 2.6X, which even beats IDMs…

    Nanometers/Shmanometers: Moving on from the never-ending nanometer debate, what’s truly impressive is the nanosheet gates. First …

    Chip History Center
    The dawn of automated inspection: KLA ADD/100 Series. The tool that sparked the yield management revolution: The KLA 2020
    #FactFriday: Do you know what KLA stands for today and in the past?

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices plummeted this week, making this the worst week of the year with the maximum growth coming in at 3% and only 5 companies recording growth for the week.
    • Semiconductors -4.7%
    • Equipment -5.8%
    • Electronic Materials -2.4%
    • EDA -2.3%

    VLSI’s Semiconductor Stock Index plummeted this week despite claiming three of the top stocks. JCET came out on top followed by Western Digital and IBM.
    IDM -4.2%
    Foundry & OSAT -4.4%
    Fabless & Fablite -5.2%
    VLSI’s Semiconductor Equipment Stock Index plunged, Nikon was the only company to end the week in positive territory.

    WFE -5.1%
    Test -9.4%
    Assembly -6.8%

    VLSI’s EDA Stock fell.
    VLSI’s Electronics Materials Stock Index fell, DNP was this week’s biggest winner while DuPont de Nemours had another hot week.
    Hottest Stocks: DNP, Nikon, JCET, DuPont de Nemours, Western Digital, and IBM.

    Views: 717
    Domain: Electronics
    Category: Semiconductors