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    Semiconductor week july 1 2020

    SemiWEEK: VLSI 2020 Symposium and COVID; All eyes are focused on the second half

      Andrea Lati

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

    Chip Market Research Services
    All eyes are focused on the second half

    • Order activity for semiconductor equipment edged higher, jumping above 75 degrees with nearly all segments recording increases
    • The first half of the year is closing out and it’s been a strong one for both chipmakers and equipment suppliers
    • The second half of the year, especially fourth quarter, look very uncertain due to rising COVID-19 cases, the ongoing trade war with China, and the U.S. elections
    • The positive is that VLSI’s Chip Price Performance Index continued to offer good news, finishing flat for the second straight week

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales are forming a W as June’s normal peak is weak due to the transition to phase 2 of the WAHE and US imposed restrictions on shipping to Huawei. The 2Q20 Nowcast slipped again as the market zeros in on the quarter’s close. Still, it's predicting an annual gain of 14%.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 2Q20/2Q19: 2Q20 slid to +12%
    • Semiconductor Weather1 Report: Temperate, Warmer
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: Roll over postponed

    Chip History Center
    How Japan Lost its Semiconductor Industry: The 5 strategic causes behind the long-term failure of Japan’s Semiconductor industry are covered in this paper. Some were of their own making. Others were macroeconomic tsunamis that could not have been avoided. But they could have been adapted to, as some companies did. It also provides the lessons that can be learned from the errors made.

    How Power, Performance, Area, and Cost relate to Moore's Law: Sunlin Chou discusses how managing these parameters have evolved over time in this 2004 conversation. As semiconductor chips get larger it would seem they would consume more power. Learn why this is not the case. Also, the new issues that were emerging as semiconductors crossed the 100nm barrier.

    The Chip Insider
    Strategy and Tactics: VLSI 2020 Symposium and COVID
    VLSI 2020 Symposium: Normally held in Hawaii, VLSI 2020 showed how participation could zoom up when the travel barrier is removed — plus lowering prices. There was an increase in registrations. The IEEE also had record submissions to the Technology side of the conference… This indicates that research action is shifting from circuits to technology. And the technology focus is on finding ways to improve PPAC (Power, Performance, Area, and Cost). Once in the conference some interesting trends could be seen. First, and least surprising, was that work in nanoribbon GAAs as a replacement for tri-gate FinFETs was hot. Kangguo Cheng of IBM presented … The Last Wavelength: An emergent trend I saw was researchers appear to be … the plenary from Mike Mayberry of Intel had all the ingredients of a great plenary. delivered by laying out a new Cost-of-Ownership problem for our industry…

    Coronavirus Watch: I recently found myself in some arguments with family members who had picked up really wrong ideas on Coronavirus data and the collection of it from social media sites that seek to dismiss the danger of this disease and frame as a political and personal rights issue. Now I did not want to get into the political issue, because this is personal. But I did want to fact check the points being made to see if they were true and arm myself for next week’s American Independence Holiday weekend. So, I did what I do with data. Anyway, I thought I would share them with you, as I am sure you’ve run into others who have been swayed by these social media sites. I know it’s not normal Chip Insider material, but it will arm you for discussions that may come up around the barbeque grill next weekend.

    Semiconductor Stocks

    No Stock Update This Week

    Views: 1194
    Domain: Electronics
    Category: Semiconductors