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    Semiconductor week may 8 2020

    SemiWEEK: Coronavirus Semiconductor Sales Watch; 2019 WFE Market Landscape; Stocks jumped

      Andrea Lati
     May 11, 2020

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

    Chip Market Research Services
    Order activity jumped higher, but visibility in 2H20 remains low
    • Order activity for semiconductor equipment continued to warm up, jumping nearly four points to 64 degrees
    • With sales falling more than 8% sequentially in Q1, equipment market is primed for a strong bounce back in Q2
    • Equipment sales are expected to increase sequentially by mid-single digits in Q2 as additional revenue is recognized from shipments in Q1 and also from strong demand from China
    • This is a big sigh of relief for the equipment market in Q2 especially when compared to our negative forecast for Q2
    • Despite the improvement, we are not out of the woods yet
    • Electronics sales under pressure in 1H20
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales recovered for the 4th week in a row, approaching 2018 levels for the first time, as the 2nd half production ramp kicked in. The 2Q20 Nowcast continued to improve with NAND and Logic doing much better than expected in March and April.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 2Q20/2Q19: Jumped up to +11%
    • Semiconductor Weather1 Report: Warmed from Chilly to Cool
    • IC Supply-Demand2 Metrics: Balanced
    • Electronics Price Trend: Rising

    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
    Strategy and Tactics: Coronavirus Semiconductor Sales Watch. A Personal Note.

    Coronavirus Semiconductor Sales Watch: Twelve-weeks in, the impact of COVID-19 on the semiconductor market since the WHO declared the emergency looks to be mostly abated. IC ASPs have stayed near the average of other crises. IC Sales and unit shipments are outperforming past crises, reflecting what should be a recovery year. Still, this does not measure the impact of government and state policy decisions that have hit the economies of the world. What we do know is that China's 1Q2020 GDP crashed… More recently, the United States’ first quarter GDP fell as well. Of more concern was Government Expenditures crawling up a mere 0.7%, reflecting the Government’s stimulus speed running at a Banana Slug’s pace (This is an insult to a Banana Slug). However, this does not mean electronics is hurting as bad as other durable goods. VLSI continues to hold that the WAHE (Work At Home Economy) is supporting end-demand for semiconductors, which was confirmed… as for IC Inventories …
    A Personal Note …
    ChipChirps™ Facts from the Far Side ... 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.

    Equipment & Emerging Markets: 2019 WFE Market Landscape
    • KLA, HHT, ASMI, and Nikon grew in a challenging year
    • Overall WFE results
    • Company positions
    • WFE competitive landscape
    • VLSI’s View

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices jumped this week along with the market. EDA index hit a fresh new yearly high.

    • Semiconductors 6%
    • Equipment 10%
    • EDA 8%
    • Electronic Materials 4%.

    VLSI’s Semiconductor Stock Index
    was led up 6.4% by SMIC and Infineon.
    IDM +5.0%
    Foundry & OSAT +7.5%
    Fabless & Fablite +6.3%
    VLSI’s Semiconductor Equipment Stock Index was led up 9.6% by Veeco Instruments, Applied Materials, and KLA.
    WFE +11.0%
    Test +10.9%
    Assembly +5.3%
    VLSI’s EDA Stock Index soared 7.8%, hitting a fresh new high for the year.
    VLSI’s Electronics Materials Stock Index was led up 3.9% by Cabot Microelectronics.
    Hottest Stocks: Veeco Instruments, SMIC, Applied Materials, KLA, Infineon, and Cabot Microelectronics.

    Views: 1665
    Domain: Electronics
    Category: Semiconductors

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