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    SemiWEEK: Technoprobe prevails as top probe card supplier; Stocks jumped

      Andrea Lati
     13th-Jul-2020
    Description:

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

    Chip Market Research Services
    Order activity edged higher but overall visibility remains low
    • Order activity for semiconductor equipment hovered at a warm 76 degrees
    • Memory jumped by another point to 77 degrees, while the other segments finished nearly flat in what was a relatively quiet week
    • Both IC and Equipment markets have been very resilient in the midst of the global pandemic
    • Although the prospects of the industry in Q3 appear to be on the right track, the outlook for Q4 remains highly uncertain with a lot of downside bias due to rising cases of COVID-19 in the U.S.
    • The positive is that VLSI’s Chip Price Performance Index started July on a low note

    Customer Satisfaction Survey
    White Paper: Technoprobe prevails as top probe card supplier
    Technoprobe awarded RANKED 1st Supplier in Test Subsystems

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales finished 2Q20 with unprecedented weakness in June. Still, strength early in the quarter led to a 10% y/y gain. Memory closed out 2Q20 with strong double-digit growth. Logic was in the high single digits, while Analog and Power was down.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 2Q20/2Q19: 2Q20 slid to +10%
    • Semiconductor Weather1 Report: Warmed to Sunny
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: WAHE Bump Rolling Over

    Chip History Center
    People: In the early 2000s, a visionary team began to develop the first functional wafer fab AI decision making system under the leadership of one of the industry’s greatest manufacturing legends, Gary Heerssen. The team’s lineage was from TI’s and IBM’s fully automated fabs built in the seventies and eighties. They took the lessons they learned there to build a system that would enable them to compete against companies with five times their resources. The system they built was composed of 3 parts: advanced process control, integrated production scheduling, and yield management systems to keep a fab operating efficiently. Here are some video conversations about what they accomplished and where they were going: Next year will mark the 50th Anniversary of SEMI. It all started with the conception of the SEMICON trade show in 1970 is a milestone that marks the emergence of the semiconductor equipment industry.
    Originally taped in 2004, Thomas Sonderman discusses Automated Precision Manufacturing and how it allows a company to compete effectively in the semiconductor industry. The interview covers the IT needs in semiconductor manufacturing.
    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
    VLSI's Semiconductor Stock Indices grew this week with three of the indices hitting a new yearly high.
    • Semiconductors +6%
    • Equipment +5%
    • EDA +2%
    • Electronic Materials +1%.

    VLSI’s Semiconductor Stock Index was led up 5.5% by JCET followed by SMIC, MaxLinear, and Infineon.
    IDM -+1.4%
    Foundry & OSAT +10.2%
    Fabless & Fablite +4.8%
    VLSI’s Semiconductor Equipment Stock Index was led up 4.8% by ASM Pacific Technology followed by Advantest.
    WFE +3.0%
    Test +4.5%
    Assembly +9.0%

    VLSI’s EDA Stock Index was led up 1.7% by Cadence.
    VLSI’s Electronics Materials Stock Index was led up 0.9% by SOITEC.
    Hottest Stocks: JCET, SMIC, MaxLinear, ASM Pacific Technology, Advantest, Infineon.

    Views: 873
    Domain: Electronics
    Category: Semiconductors