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    SemiWEEK: Geopolitics of Semiconductor Equipment; Advantest number 1 global ATE supplier; Stocks fell

      Andrea Lati
     15th-Jun-2020
    Description:

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

    Chip Market Research Services
    Cautiously moving forward
    • Order activity for semiconductor equipment continued to move higher, jumping past 75 degrees
    • The rate of increase slowed from the previous week amid shifting sentiment within segments
    • SOC Mobile cooled off by a couple of points due to growing uncertainties from the new U.S. sanctions on Huawei
    • However, Memory offset the weakness in Mobile, jumping by more than two points on the back of improving market fundamentals
    • Subcon/Adv. Packaging continued to surge, recorded the biggest gain among segments, and hit a fresh new high for the year
    • VLSI’s Chip Price Performance Index (CPPI) is pulling out of the dive

    Customer Satisfaction Survey
    White Paper: Advantest number 1 global ATE supplier
    Advantest Awarded RANKED 1st 10 BEST Supplier

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales stalled last week and dove back to 2019 levels as the WAHE restructuring demand sputtered. This was way out of character for the 1st week of June. Climate change sent temperatures down and brought clouds and fog.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 2Q20/2Q19: 2Q20 slid to +19%
    • Semiconductor Weather1 Report: Temperate, Cooler
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: Soaring

    Chip History Center
    People: Scott Kulicke, discusses the challenges going forward in semiconductor packaging and assembly in this 2004 interview. Topics covered include: productivity, effect of new wafer fab processes, early efforts to replace gold wire with copper wire, flip-chip’s failure to take hold, China’s rise, ASE passing Amkor, offshoring semiconductor equipment manufacturing from the United States.
    30 Years Ago: Time Line: February 21, 1987 - TSMC Founded the founding of TSMC on February 21, 1987 marks an earthquake that would move the tectonic plates that formed the global structure of semiconductor industry. That earthquake was the formation of what would come to be called ‘the pure-play foundry’ based on Morris Chang’s vision that the only way to build a business out of selling finished wafers to chip companies was to base it on the strict principle of never competing with a customer …

    The Chip Insider
    Equipment & Emerging Markets
    Geopolitics of Semiconductor Equipment
    • US Government Restrictions
    • Three Objectives
    • Increased Visibility for Technology Exports
    • Military End-Use Rule
    • Foreign Direct Product Rule
    • VLSI’s View


    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices and the market fell after three consecutive weeks of gains.

    • Semiconductors -5%
    • Equipment -5%
    • EDA -2%
    • Electronic Materials -4%.

    VLSI’s Semiconductor Stock Index plunged 5.2% despite claiming four of the top six stocks.
    IDM -7.7%
    Foundry & OSAT -3.0%
    Fabless & Fablite -5.0%
    VLSI’s Semiconductor Equipment Stock Index plunged 4.8%, BESI performed the best this week.
    WFE -5.7%
    Test -4.9%
    Assembly -3.1%

    VLSI’s EDA Stock Index decreased 2%.
    VLSI’s Electronics Materials Stock Index fell 4.4%, Tokyo Ohka came out on top.
    Hottest Stocks: TSMC, AMD, Tokyo Ohka, SOITEC, Silicon Laboratories, and NVIDIA.

    Views: 1396
    Domain: Electronics
    Category: Semiconductors