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    SemiWEEK: Semiconductor Manufacturing Models & America’s Strengths and Weaknesses; Test Equipment Outlook; Stocks Were Mixed

      Andrea Lati

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

    Chip Market Research Services
    Orders are flitting like butterflies...
    • Order activity for semiconductors stayed red hot, jumping nearly 2 points to a scorching 95 degrees
    • The recent earthquake in Japan will likely result in more delays for automotive ICs, putting even more pressure on the supply chain
    • VLSI’s Chip Price Performance Index trended higher
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales continued to run at +20% y/y growth rates last week, as capacity constraints and spot shortages continued to ripple through. Focusing on Auto ICs this week, the 13-week MA is declining as spot shortages and production cuts slow total IC buying. IC Wafer Fab Production continued to rise well above 2020 levels.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: Warm, Cooler
    • IC Supply-Demand2 Metrics: Shortage
    • IC Wafer Fab Production Racing to keep up
    • Electronics Prices are declining though weakness has abated in recent weeks

    The Chip Insider
    Strategy and Tactics: Semiconductor Manufacturing Models & America’s Strengths and Weaknesses

    The New Semiconductor Manufacturing Models: On one axis is the degree to which a company makes its own semiconductors in its own fabs... In-between, a company’s manufacturing strategy is either Foundry-Lite or Foundry-Heavy, based on which side of the half-way point they lie. On the second axis is the degree to which a company has manufacturing core strengths or not. And the degree to which it’s go-to-market strategy relies on converting its manufacturing strengths into differentiable market advantage or that it relies purely on its design strengths (i.e. a Silicon-Heavy strategy versus a Design-Heavy one)… Fablite should be seen as a very outdated term, as it was originally a model of keeping a silicon-heavy R&D focus while using foundries because companies were unable to afford leading-edge fab investments… Keeping a silicon-heavy R&D focus results in a waste of resources that ultimately leads to market share loss. Hence, there are not true fab-lite companies left…

    America’s Semiconductor Strengths and Weaknesses is another area I believe has been over-simplified into a one-dimensional spectrum ranging between weak and strong based on recent discussions. When it comes to the extreme sport of business, high-tech, there are two vectors based on market versus technology leadership. Of the two, technology leadership is the most important because it is far easier to convert into market leadership than the other way around. Technology leadership is revolutionarily disruptive. Market leadership is often evolutionarily blind to environmental disruptions…

    The Chip History Center: IBM’s R&D Partnering Model revisited and Albany Nanotech R&D Fab Tour

    Semiconductor Manufacturing:
    Test & Related Equipment Outlook
    • Strong demand through supply chains
    • Changes since last forecast
    • Test in 2020 and outlook 2021
    • Test relative to Electronics and ICs
    • Trends in Test
    • VLSI’s view

    Chip History Center
    SEMICON Conceived: Next year will mark the 50th Anniversary of SEMI. It all started with the conception of the SEMICON trade show in 1970 is a milestone that marks the emergence of the semiconductor equipment industry.
    Making Silicon Commercially Manufacturable: Without silicon, there wouldn’t be chips. Being able to make sellable wafers starts with the first crystal pulling technology developed in the 1950s and 1960s by Dr. Henry W. Gutsche and Robert Lorenzini.

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices had a mixed week though Semiconductor and Equipment stocks rose to a new yearly high.
    • Semiconductors +1%
    • Equipment +2%
    • EDA -6%
    • Electronic Materials -0%

    VLSI’s Semiconductor Stock Index was led up 0.8% to a new yearly high by SMIC, followed by SK hynix, Silicon Laboratories, and Western Digital.
    IDM +2.4%
    Foundry & OSAT -0.2%
    Fabless & Fablite +0.3%
    VLSI’s Semiconductor Equipment Stock Index was led up 1.6% by BESI, following a better than expected quarter. Onto Innovation also had a strong week.
    WFE +1.2%
    Test +0.4%
    Assembly +2.8%

    VLSI’s EDA Stock Index sunk 6.2%.
    VLSI’s Electronics Materials Stock Index slipped 0.2%, SOITEC came out on top this week.
    Hottest Stocks: BESI, SMIC, Onto Innovation, SK hynix, Silicon Laboratories, and Western Digital.

    Views: 604
    Domain: Electronics
    Category: Semiconductors