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    SemiWEEK: The Scary Prospect of a Government-Driven Glut of Leading-Edge Wafer Fab Capacity; Stocks Rose

      Andrea Lati
     12th-Apr-2021
    Description:

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

    Chip Market Research Services
    Business is in Full Bloom
    • Order activity for semiconductor equipment hovered above 100 degrees as all segments edged higher
    • Visibility for equipment suppliers has stretched into 2022 as chipmakers rush to add capacity to alleviate shortages
    • VLSI’s Chip Price Performance resumed its ascend
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales continued to rocket up last week with almost 70% growth over 2020’s COVID infected week. Focusing on last week’s overall picture, everything closed the with week with growth above 20% y/y. DRAM is highest followed by Auto ICs, Logic, Analog & Power, with NAND closing out the pack.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather was +3?F hotter for the week.
    • Wafer Fab Production Levels: continued to soar well above 2020’s COVID constrained low last week, albeit with signs of capacity constraints limiting growth.
    • IC Supply-Demand2 Metrics: closed out 1Q21 in Shortage conditions.
    • Electronics Prices are declining.

    The Chip Insider
    Strategy and Tactics: The scary prospect of a government-driven glut of leading-edge wafer fab capacity.

    The scary prospect of a government-driven glut of leading-edge wafer fab capacity glut. The greatest characteristic of the emerging post-global era is that all governments would like to have a fab. It’s a scary vision in terms of the potential nuclear impact to competitors around the world when all these fabs come on line. This is especially true if all countries were to build GigaFabs with 100KWSM of leading-edge 300mm capacity. The most obvious solution to the post-global wafer fab explosion is to … Now we know that at least 7 governments are considering taking on the task of building a semiconductor fab … a total of 24 countries that can afford to, using VLSI’s affordability metrics…

    Attention getting e-mail items: Through the Storm: The Complex Process of Restarting a Semiconductor Facility, by Steve Frezon, is the nail-biting story of the harrowing days of the Texas storm inside a NXP fab in Austin. It’s the best write-up I’ve ever seen of what it takes
    to shut down a wafer fab in extreme circumstances and then bring it up. It could be made into a movie

    ChipChirps™ — VLSI's Semiconductor Analytics report and more. ChipChirps are short notifications from VLSI’s analysts to alert clients about breaking news and events. They are exclusively available on VLSI’s App for Android and iOS.

    Chip History Center
    People: Hans Stork, then Senior Vice President of Silicon Technology Development at Texas Instruments, describes how decision-making processes in a technology development organization yields competitive advantage in this historic 2003 interview. Hans is one of the industry’s most transparent visionaries who tells it like it is on multiple topics including the rise of customer involvement in semiconductor technology development, which was a strategic inflection point in its day. Also, covered are rapid ramp strategy, low-power, interaction of process development with design, building of design and system expertise in mobile markets. Issues with copper interconnect and lo-k. Issues of dielectric porosity and device integration. photonics, maskless lithography, and low-k interconnect.

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices rose this week along with the market. Equipment and Materials stock indices both hit new yearly highs for another week.
    • Semiconductors +1%
    • Equipment +2%
    • EDA +3%
    • Electronic Materials +1%

    VLSI’s Semiconductor Stock Index was led up 0.9% by Intel who introduced its third-generation Xeon Scalable processors this week. NVIDIA was also a top performer this week.
    IDM +1.4%
    Foundry & OSAT +0.4%
    Fabless & Fablite +0.9%
    VLSI’s Semiconductor Equipment Stock Index was led up 2.3% by BESI who was this week’s biggest winner. Kulicke & Soffa, ASM Pacific Technology, and ASM International also claimed the top stock spots this week.

    WFE +0.6%
    Test +2.8%
    Assembly +6.8%

    VLSI’s EDA Stock Index jumped 2.9%.
    VLSI’s Electronics Materials Stock Index was led up 0.5% by Shin-Etsu and CMC Materials.
    Hottest Stocks: BESI, Intel, Kulicke & Soffa, ASM Pacific Technology, ASM International, and NVIDIA.

    Views: 599
    Domain: Electronics
    Category: Semiconductors