Semiconductor WEEK: An overview of results and conclusions from recent reports at VLSI.Customer Satisfaction Survey
Chip Market Research ServicesBusiness is in full bloom• This is turning out to be another hot summer with the order activity for semiconductor equipment jumping past 106 degrees • SOC Computing remains the hottest segment followed closely by SOC Mobile • VLSI’s Chip Price Performance fell for the second consecutive weekSemiconductor AnalyticsLast Week in the Semiconductor Market:Semiconductor sales flew high above last year, making it a 13-week run of double-digit gains. W/Q growth was very positive. Focusing on Analog & Power, Y/Y growth MA’s jumped over 40% last week and are headed towards a >20% gain. The 2021 forecast for DRAM was raised to 32% Y/Y and Auto 29%. ICs rose to 21%.Semi Market results from last week: • Semiconductor Weather1 Report: The IC weather was hotter.• Wafer Fab Production Levels: IC Wafer Fab Production levels have turned up after their seasonal spring vacation.• IC Supply-Demand2 Metrics: VLSI’s IC Supply/Demand indices’ Tight conditions held.• Electronics Prices Trend resumed its declining path last week.The Chip Insider
TSMC’s 2021 Technology Symposium was its usual technical tour-de-force, in which its executives laid out a 2-to-3-year roadmap for its customers to plan their product development. Overall, they provided technological proof of what I recently wrote, that it is the Hope Diamond of the Semiconductor Industry when it comes to geopolitics… TSMC kicked off with this in Dave Keller’s talk about how the COVID-19 pandemic had accelerated technology adoption… The challenge this growth will present to the power grid was also noted. The growth in power consumption can only be mitigated with more power efficient semiconductors, which was a beautiful segue into TSMC’s new process offerings. Number one was C.C. Wei’s doubling down on Moore's Law and PPACt, which he said is essential to controlling data center power consumption in this decade. You could tell he is personally committed to making it happen… Number two is to deliver on TSMC’s promise to be the trusted capacity supplier, for which they will spend $100B over the next 3-years, with ~$30B planned for 2021, which is … TSMC’s Strategic Positions: All of the above highlighted TSMC’s return to the horizontal market strategy I’ve written about before and Morris Chang adopted from TI’s old competitive strategy when he was there…Maxim: Forecasting an opinion is far harder than forecasting a fact. Markets are fundamentally harder to forecast when their drivers are soft, not hard. For example, the market for Automatic Test Equipment has always been harder to forecast than Wafer Fab Equipment. The reason, to put it bluntly, is that…Semiconductor Manufacturing Markets: Foundry & IDM Capital Expenditures• Changes Since Last Forecast• Company Focus• Advanced Logic & Foundry • DRAM & NAND• Semiconductor Manufacturing Capex• VLSI’s ViewChip History CenterPeople: 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. He describes the new wafer inspection tools they introduced that year: The Puma dark-field tool and the 2800 bright-field system. Other topics include How IC makers save money using process control. Focus is on ramping 65nm and bringing 45nm to production. By the way, we did a similar video with Craig Barrett a year before. To watch these videos, click on Lisa Su and Craig Barrett. 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. Today’s memory giants have their roots in this investment.Semiconductor StocksVLSI's Semiconductor Stock Indices were mixed this week while the S&P 500 hit a fresh new high for the year. • Semiconductors +0.7%• Equipment +0.8%• Electronic Materials -1.5%• EDA +2.4%VLSI’s Semiconductor Stock Index was led up by MagnaChip Semiconductor which got a boost following the announcement of a buyout offer that is higher than the last offer in March. Amkor, ASE, and MaxLinear also had a strong weekIDM -1.1%Foundry & OSAT +1.6%Fabless & Fablite +1.4%VLSI’s Semiconductor Equipment Stock Index was led up by Kulicke & Soffa followed by Onto Innovation, BESI, and Veeco Instruments. Assembly companies gained the most ground this week.WFE +0.5%Test -3.1%Assembly +4.2%VLSI’s EDA Stock was led up by Synopsys though Cadence wasn’t far behind.VLSI’s Electronics Materials Stock Index fell despite a solid performance from SOITEC for the fourth consecutive week.Hottest Stocks: MagnaChip Semiconductor, Amkor, Kulicke & Soffa, SOITEC, ASE, and MaxLinear.