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    SemiWEEK: System Level Test and how it's an ATE revolution; KOKUSAI ELECTRIC secures triple crown win; Stocks rose

      Andrea Lati
     27th-Jul-2020
    Description:

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

    Chip Market Research Services
    Flying high into 2H20
    • Order activity for semiconductor equipment surged by more than two points, hitting a new high for the year
    • All segments jumped higher with SOC Mobile and Memory recording the biggest gains
    • Despite the growing macro uncertainties, the visibility for chipmakers and equipment suppliers is improving through Q4
    • IC sales forecast has been upgraded to +6% from +2% on the back of stronger than expected demand and improved pricing
    • IC units were also upgraded to +2%
    • Equipment and Electronics forecasts remained unchanged at +7% and -5%, respectively
    • VLSI’s Chip Price Performance Index fell again, but at a slow rate

    Customer Satisfaction Survey
    White Paper: KOKUSAI ELECTRIC secures triple crown win
    Customers award KOKUSAI ELECTRIC with 4 VLSI Stars in 10 BEST Large Suppliers

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales were up more than 10% last week, compared to the same week a year ago, as the weather continued to heat up. The DRAM market has formed a strong upward channel since bottoming early this year. Semiconductor Supply-Demand moved to Balanced.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 2Q20/2Q19: rose to +12%
    • Semiconductor Weather1 Report: Heated up to Warm
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: Declining

    Chip History Center
    ASML - PAS 2000 Wafer Stepper: Virtually everyone seemed to be entering the semiconductor capital equipment business in the early eighties. Entourages were continuously scouting opportunities in Silicon Valley. Thus, it came as no great surprise when the Dutch Government teamed up with Phillips and ASM to enter the stepper market under the Philips name. Their first product soon followed—the Sire 3. But the triumvirate was not to last; Philips soon begged out and a fourth company was born: ASM Lithography or ASML as it was to become known. The outcome was introduction of the ASML PAS 2000 Wafer Stepper, which would launch the company onto a stellar path. But it was not easy, as you can find out here.
    The Chip Insider
    Strategy and Tactics: System Level Test and how it’s an ATE revolution.
    System Level Test and how it’s an ATE revolution: Advantest had an eye-opening session on SLT last month and it led me to think it may well be the next major revolution in test equipment. System Level Test has evolved for decades on the periphery of semiconductor test between device makers and system makers. The essential argument is test is becoming a more important enabler going forward versus its decades-long position as a cost center to be pushed down. What’s changed is the increasing complexity of SOCs and SiPs, the introduction of advanced packaging, chiplets, and High-Bandwidth




    Memory on a horizontal vector. There’s also a vertical reach from the depths of semiconductor manufacturing to the heights of the hyper-verticals that makes test a new value enabler for customers.

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices eked out a gain this week while the market slipped.
    • Semiconductors +1%
    • Equipment -1%
    • EDA 0%
    • Electronic Materials +2%.

    VLSI’s Semiconductor Stock Index was led up 0.8% by AMD to a new yearly high.
    IDM -2.9%
    Foundry & OSAT +3.3%
    Fabless & Fablite +1.2%
    VLSI’s Semiconductor Equipment Stock Index slipped 0.5%, ASM Pacific Technology came out on top.
    WFE -1.8%
    Test -2.0%
    Assembly +3.7%

    VLSI’s EDA Stock Index was led up 0.4% by Cadence.
    VLSI’s Electronics Materials Stock Index was led up 2.4% by Cabot Microelectronics to a fresh new yearly high.
    Hottest Stocks: AMD, UMC, TSMC, MediaTek, ASM Pacific Technology, and Cabot Microelectronics.

    Views: 922
    Domain: Electronics
    Category: Semiconductors