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    SemiWEEK: Electronics Production Outlook in Wake of COVID-19; Congrats to this year's 10 BEST and THE BEST winners; Stocks fell

      Andrea Lati
     May 18, 2020

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

    Chip Market Research Services
    Cautiously moving ahead
    • Order activity for semiconductor equipment extended its gains for the fourth straight week, jumping past 66 degrees
    • Despite ongoing uncertainty, the equipment market is on track for a strong Q2 with sales expected to increase by mid-single digits (more details coming in next week’s monthly update)
    • Advanced Logic & Foundry and China remain the brightest spots offsetting the weakness in Memory and DAO
    • The monthly data for April from the Taiwanese manufacturers was very positive; however, the momentum slowed down following a hot March
    • VLSI’s Chip Price Performance Index (CPPI) slipped further
    Customer Satisfaction Survey
    Congratulations to this year’s 10 BEST and THE BEST winners!

    Customers recognized thirteen of this year's 10 BEST suppliers with 4 VLSI Stars and above. The overall average of the 10 BEST supplier increased 19 basis points, a 2.23% increase from last year. Focusing on where these 10 BEST suppliers excelled, customers awarded the highest average ratings in Product Performance, Recommend Supplier, and Partnering. Large Suppliers made great strides, with average ratings increasing in all categories except Software. At the same time, customers were tough this year, with Focused Suppliers decreasing average ratings in eleven of the fourteen categories. Customers emphasize strong commitment to their suppliers while continuing to ask for improvements. Congratulations to the 2020 10 BEST winners!
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales recovered for the fifth week in a row, hugging 2018 levels. So far, the 2nd half production ramp looks normal. The Semiconductor Supply-Demand rose to Tight. NAND, Logic, and DRAM are being heavily driven by WAHE investments as Electronics Pricing soars.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 2Q20/2Q19: Jumped up to +11%
    • Semiconductor Weather1 Report: Cool and Warming
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: Soaring

    Chip History Center
    People: Alex d'Arbeloff on Teradyne’s history and the lessons he learned from co-founding and leading this legendary company. In his discussion of Nick DeWolf's business model, you'll find lots of the fundamental aspects to starting a business hasn’t changed.
    People: Kumud Srinivasan, Director of Fab Automation, Intel discusses the status of Semiconductor Fab Automation at Intel in this 2004 interview.

    The Chip Insider
    ForecastPro: Electronics Production Outlook in the Wake of COVID-19

    Electronics Outlook
    • Changes since last forecast
    • Electronics Trends
    • Smartphone, Tablets, PC, Server Units
    • Electronics Segment Positions
    • VLSI’s view

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices fell along with the market this week.

    • Semiconductors -4%
    • Equipment 5%
    • EDA -1%
    • Electronic Materials -2%.

    VLSI’s Semiconductor Stock Index fell 3.6% despite claiming five of the top six stocks.
    IDM -7.4%
    Foundry & OSAT +1.7%
    Fabless & Fablite -4.4%

    VLSI’s Semiconductor Equipment Stock Index plunged 5.3%, BESI was this week’s biggest winner.
    WFE -5.3%
    Test -7.1%
    Assembly -4.3%

    VLSI’s EDA Stock Index slipped 0.7% though both companies performed better than the weekly average.
    VLSI’s Electronics Materials Stock Index declined 1.8%, Tokyo Ohka came out on top.

    Views: 1881
    Domain: Electronics
    Category: Semiconductors

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