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    Semiconductor week june 19 2020

    SemiWEEK: Manic-Depressive Forces Shaping Semiconductors; Teradyne outstanding five-star ATE Company; Stocks rose

      Andrea Lati
     22nd-Jun-2020
    Description:

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

    Chip Market Research Services
    Still green, but clouds loom
    • Order activity for semiconductor equipment hovered at a warm 75 degrees as the increases in Memory and Subcon/Adv Packaging were largely offset by the decline in SOC Mobile
    • The latter continued to trend lower amid growing uncertainties over the U.S. sanctions on Huawei
    • Memory activity hit a new high for the year and it’s finally in positive territory
    • With Advanced Logic and Foundry spending expected to abate in 2H20, Memory will need to pick up momentum in order to keep equipment spending in positive territory
    • VLSI’s Chip Price Performance Index (CPPI) lost momentum slipping one point

    Customer Satisfaction Survey
    White Paper: Teradyne outstanding five-star ATE Company
    Teradyne Awarded as 10 BEST and THE BEST Supplier

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales continued to map out a peak-less June, due to the transition from phase 1 of the WAHE to phase 2 with a primary demand drop. The Supply-Demand 2Q20 Nowcast stayed tight. The 2Q20 Nowcast slipped back for the second time since late April.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 2Q20/2Q19: 2Q20 slid to +17%
    • Semiconductor Weather1 Report: Temperate, Cooler
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: Soaring

    Chip History Center
    People: People: Semiconductor lithography history: Bill Arnold, Gene Fuller, Phil Ware, and their views about the future of semiconductor lithography in 2003. The history of technology development always looks like a clear linear path in retrospect. But it’s never clear when you’re in the middle of it. These historic videos take you back to 2003, when 193nm immersion was still a concept, 157nm exposure tools were expected to be ready soon, and progress on EUV was extremely difficult.
    The Chip Insider
    Strategy and Tactics: Manic-Depressive Forces Shaping Semiconductors.
    The Bipolar Years: 2020 to 2021, the Manic-Depressive Forces Shaping the Semiconductor Equipment Industry. You are not alone. Feel confounded about what the second half of 2020 and 2021 will look like? What continues to make these times so difficult to understand is the manic-depressive nature of so many drivers … Most of which are out-of-sample blasts that have never been seen before. The COVID Crisis is the most obvious one as well as the wild swings in the stock market. As the crisis played out … governments … around the globe moved to stay-in-place, effectively shutting down their economies. Then they and their governments quickly responded with massive stimulus programs. They flooded the economy with unprecedented levels money via loans. Back in 1998, during the Asian Financial Crisis they would come to call this the “Greenspan Put,” which pales in comparison to the Powell Put we are seeing this year. The big question as to how this will play is not if there is enough money. It is, will all this money have a classical stimulus effect, because …

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices and the market rose this week. EDA stock index hit a fresh new yearly high.
    • Semiconductors +3%
    • Equipment +5%
    • EDA +3%
    • Electronic Materials +1%.

    VLSI’s Semiconductor Stock Index was led up 2.6% by SMIC and MediaTek.
    IDM +2.3%
    Foundry & OSAT +2.6%
    Fabless & Fablite +2.5%
    VLSI’s Semiconductor Equipment Stock Index was led up 5.3% by FormFactor, Teradyne, ASM Pacific Technology, and Lam Research.
    WFE +5.0%
    Test +11.8%
    Assembly +3.7%

    VLSI’s EDA Stock Index jumped 2.7% to a new yearly high.
    VLSI’s Electronics Materials Stock Index was led up 0.5% by DuPont de Nemours.
    Hottest Stocks: SMIC, FormFactor, Teradyne, ASM Pacific Technology, MediaTek, and Lam Research.

    Views: 1309
    Domain: Electronics
    Category: Semiconductors