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    SemiWEEK: China's WFE needs. Coronavirus & its Silicon Bridge; EV Group eighth consecutive triple crown win; Stocks slipped

      Andrea Lati
     20th-Jul-2020
    Description:

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

    Chip Market Research Services
    Order activity is still climbing
    • Order activity for semiconductor equipment resumed its upward trend, jumping nearly a point to a warm 76 degrees
    • All segments moved higher with SOC computing and Subcon/Adv. Packaging recording the biggest weekly gains
    • Despite a global recession and supply chain issues, the IC industry had another strong showing in Q2. IC sales are now expected to record a low single-digit increase sequentially in Q2, which is higher than our forecast of -0.4% decline
    • The momentum in Q3 appears to also be better than expected
    • VLSI’s Chip Price Performance Index fell again, but at a slower rate

    Customer Satisfaction Survey
    White Paper: EV Group eighth consecutive triple crown win
    EV Group, the industry-leading wafer-bonder supplier, earns 4½ VLSI Stars for 10 BEST Focused

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales entered 3Q20 with unprecedented strength, coming off June’s weakness. The NAND market is providing the clearest picture of how the bump, slump, and bump effect of COVID is upending the normal spring-to-summer cyclicality of the IC market.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 2Q20/2Q19: 3Q20 kicked off at +7%
    • Semiconductor Weather1 Report: Sunny, Hotter
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: WAHE Bump is Over

    Chip History Center
    Organizations: Inside Intel’s Microprocessor’s covers a pictorial and spec history from their first, the 4004, through their Centrino™ P4 with Hyper treading. Along the way, it takes you from transistor counts of 2300 and CDs of 10000nm in 1971 to 77 million transistors at true half-pitch linewidths of 130nm.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.
    How the SIA got started is a video interview with the legendary Wilf Corrigan who was there when this soon-to-be-great organization got started. He Wilf offers the firsthand account of someone who was literally at table for the founding of the Semiconductor Industry Association. Find out why it got started, how it got started, what they hoped to accomplish, and what they did accomplish. Here you had a group of super competitive entrepreneurs going to Washington for help against unfair trade practices. Did they ask for a handout like most industry's? Find out the SIA’s unique approach to the problem and how it was instrumental in keeping America’s Semiconductor industry competitive.
    The Chip Insider
    Strategy and Tactics: China’s WFE needs. Coronavirus & its Silicon Bridge. Internet Fab Access
    China’s Made-in-China Goal: How much will it take? In other words, how will meeting China’s 2025 goal of producing 70% of its market affect the equipment market? Answering that question is attacked analytically and the consequences of meeting it are given. In 2020, we expect China’s WFE spend to approach 30% of the world’s total and reach just over that in production share of end markets. As China continues to grow its WFE spend as it heads towards its 2025 goal, it will account for huge amounts of WFE demand. The bottom line is that China 2025 guarantees a super-strong WFE market over the next five years.

    The Coronavirus and its Silicon Bridge: Whenever there’s a disruptive crisis, analysts invariably run home to mama — i.e. the last disruptive crisis — to frame what’s happening today. But often there is one further back that’s better. For example ... The more I try to get my hands around the long-term impact of Phase 3 of Coronavirus, the more I see the post-WWII social-economic environment as being the most appropriate way to frame it…

    Internet Access in the Fab: Crises always drive disruptive change in the industry and the Coronavirus is no different. In order to keep production going in an environment where travel by maintenance experts is limited…


    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices slipped this week with the exception of the Electronic Materials stock index hitting a new yearly high.
    • Semiconductors -1%
    • Equipment -1%
    • EDA -1%
    • Electronic Materials +2%.

    VLSI’s Semiconductor Stock Index slipped 0.6% despite claiming four of the top six spots.
    IDM +1.7%
    Foundry & OSAT -6.9%
    Fabless & Fablite +1.1%
    VLSI’s Semiconductor Equipment Stock Index decreased 1.1%, Nikon was this week’s biggest winner.
    WFE -0.1%
    Test -2.5%
    Assembly -3.2%

    VLSI’s EDA Stock Index slipped 0.8%
    VLSI’s Electronics Materials Stock Index was led up 2.1% by BASF to a new yearly high.
    Hottest Stocks: Nikon, Maxim, IBM, BASF, Panasonic, and STMicroelectronics.

    Views: 1275
    Domain: Electronics
    Category: Semiconductors