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    Semiweek: Intel’s Evolving Manufacturing Strategy; Stocks Plummeted

      Andrea Lati
     1st-Feb-2021
    Description:

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



    Chip Market Research Services
    Order activity is up and the visibility clear
    • Order activity for semiconductor equipment remained red hot, jumping nearly a point to 87 degrees, a fresh new high for the year
    • Many chipmakers are scrambling for capacity as they grapple with intensifying shortages and persistent pressures from COVID-19 restraints on the supply chain
    • VLSI’s Chip Price Performance Index stayed hot
    Semiconductor Analytics

    Last Week in the Semiconductor Market:


    Semiconductor sales Semiconductor sales continued a steep upward track for the 3rd week of the year. The IC weather heated up to a warm 89?F. Focusing on NAND this week,13-week MAs show it 14% above 2020, which has steadily increased since bottoming in Dec.
    Semi Market results from last week:
    • Semiconductor Sales 13 Week MA rose to +23% above 2020
    • Semiconductor Weather1 Report: Warm, Hotter
    • IC Supply-Demand2 Metrics: Shortage
    • IC Wafer Fab Production Racing to keep up
    • Electronics Prices are rolling over as post-holiday demand softens

    The Chip Insider
    Strategy and Tactics: Intel’s evolving manufacturing strategy

    Intel’s evolving manufacturing strategy: The market’s response to Intel’s conference call yesterday was very indicative of the challenge it faces... here’s my interpretation of what was said from a perspective of what’s important to suppliers, not investors: Intel will continue to be an IDM with a foundry-lite position in line with the current strategic requirements the evolving Heterogeneous Integration (HI) market requirements...

    Intel and Pat Gelsinger: Why Pat Gelsinger took the CEO Job at Intel now when he rejected it in 2018… The answer is fundamentally strategic. When Brian Krzanich left abruptly in 2018, taking Intel’s CEO job was a lose-lose proposition. Taking it would have been tactical… The pressure was especially intense, since Intel had slipped a node for the first time this century in 2015. In 2018, Pat’s failure-mode risk was he could have been seen as just another insider masquerading as an outsider. If he succeeded, he would be seen as just another plug-in CEO in what was a great company similar to Valentino Rossi’s early MotoGP World Championship on Honda (was Rossi great or was it just the bike; i.e., was it the new CEO or just Intel). Even if you won, you lost…

    Chip History Center
    People: Mark Bohr: It’s 2002… Intel will become the first to crack 90nm, making semiconductors the first nanotechnology industry of scale. These integrated circuits or ICs were well past the 100-nanometer border that defines where nanotechnology starts. Thus, Intel was leading the industry from microchips to nanochips. It would take a lot of manufacturing breakthroughs for the team of engineers and scientists at Intel to pull this off, including SiGe. In doing so, it would raise Intel TMG into the pantheon of legendary solid-state research centers. Mark Bohr, Intel Fellow, Director of Process Architecture and Integration discusses the launch of Intel's then new P1262 90nm Process in this historic interview. Intel at 90nm


    People: Paul Magliocco: ATE was undergoing major change in the early 2000s as IC densities on SoC semiconductors had passed the point where they could be economically and effectively tested functionally. Tester prices and test times had exploded. Two great debates ensued over: 1) a move by chip makers to commoditize testers with an open standard and 2) structural test versus functional test. Originally taped in 2003, Paul Magliocco discusses how he saw these issues and how they would affect his start-up, Nextest. The company would later be bought by Teradyne in what would prove to be a very fruitful merger, due in part to the architectural decisions Nextest was making in the early 2000s. New Reality for Test Structural vs Functional Test Open ATE Architecture: ATE Executive View
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices all plummeted this week after an explosive stretch of trading from popular internet chat room.
    • Semiconductors -5%
    • Equipment -8%
    • EDA -5%
    • Electronic Materials -5%

    VLSI’s Semiconductor Stock Index dropped 4.7% this week. Western Digital was this week’s biggest winner up 11.3% as the company posted better than expected quarter results. Skyworks, STMicroelectronics, and IBM also claimed three of the top six performers this week.
    IDM -1.8%
    Foundry & OSAT -9.3%
    Fabless & Fablite -5.0%
    VLSI’s Semiconductor Equipment Stock Index sunk 7.8% this week. Nikon came out on top with an increase of 2.3% while BESI remained flat.
    WFE -7.5%
    Test -14.6%
    Assembly -5.1%

    VLSI’s EDA Stock Index fell 5.3%.
    VLSI’s Electronics Materials Stock Index fell 5.5% with a majority of the companies performing better than the weekly average.
    Hottest Stocks: Western Digital, Skyworks, Nikon, STMicroelectronics, IBM, and BESI.

    Views: 973
    Domain: Electronics
    Category: Semiconductors