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    SemiWEEK: Manufacturing Innovation Summit & Coronavirus Semiconductor Watch; Stocks slipped

      Andrea Lati

    A blanket of caution clouds visibility. Order activity for semiconductor equipment declined for the third consecutive week as uncertainty continued to weigh on the electronics food chain. The near-term visibility for equipment suppliers is being impacted by macro concerns and supply chain disruptions. The Chip Price Performance Index (CPPI) jumped 1.3 points. Worldwide Chip Making Equipment Markets. Equipment remains above last year’s levels. Semiconductor sales jumped double digits due in part to the hoarding impact of COVID-19 driving IC prices up. The industry remains in recovery mode. Supply-Demand pulled back to Loose as the Coronavirus continued to disrupt the supply chain. Semiconductor Sales Nowcast: 1Q20/1Q19: Held to +6%. Semiconductor Weather1 Report: COVID-19 Flu Chills. IC Supply-Demand2 Metrics: Pulled back to Loose. Electronics Pricing Trend: Bottoming? Coronavirus has had a deep negative impact on Integrated Circuit sales in the first 2 weeks of February. Certainties: Coronavirus Pandemic, China Slowdown, 5G: Smartphone, Auto, Industrial, Win 7 EoL refresh, 7/10nm and 5/7nm demand ramps, Memory Price Elasticity. Uncertainties: Federal Reserve pulling punchbowl from party in January, 2020 Elections in U.S. People: Ken Schroeder, then President & CEO of KLA-Tencor, discusses the history of process control and the role K-T played in improving wafer fab yields for semiconductor companies in this 2005 video. Exhibits: The Koreans are Coming This landmark article from 1979 hails Korea’s entry into the Semiconductor industry. It’s truly amazing how little the Korean government actually allotted to get their country into the chip making game and how much they got out of it. Manufacturing Innovation Summit & Coronavirus Semiconductor Watch. Manufacturing Innovation Summit: Late last year, SEMI Japan helped me pull together several visionaries from major equipment suppliers for a panel at SEMICON Japan to discuss issues and strategies around semiconductor manufacturing innovations needed to meet the rapid development of the digital economy. Coronavirus Semiconductor Watch: IC $ sales rebounded last week above 5-year TMA levels as chip makers sought to capitalize on lower chip prices and avoid being unprepared to address end-market demand when this issue ends. VLSI's Semiconductor Stock Indices slipped this week as fears surrounding Coronavirus continue to weigh on stocks. Semiconductors -1%, Equipment +1%, EDA -1%, Electronic Materials -1%. VLSI’s Semiconductor Stock Index was led down 1.5% by MagnaChip Semiconductor. IDM -0.7%, Foundry & OSAT -0.9%, Fabless & Fablite -2.3%. VLSI’s Semiconductor Equipment Stock Index was led up 0.6% by Kulicke & Soffa. WFE 0.9%, Test -0.1%, Assembly 0.1%. VLSI’s EDA Stock Index was led down 1.2% by Cadence. VLSI’s Electronics Materials Stock Index was led down 0.7% by DNP. Hottest Stocks: SOITEC, AMD, Kulicke & Soffa, SK hynix, MediaTek, and Samsung Electronics.

    Views: 850
    Domain: Electronics
    Category: Semiconductors