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    SemiWEEK: Semiconductor Equipment Outlook; Foundry & IDM Capital Expenditures; Stocks soar

      Andrea Lati
     7th-Dec-2020
    Description:

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


    Chip Market Research Services
    The sun's still bright, but visibility remains limited
    • Order activity for semiconductor equipment fell by more than a point after hitting a yearly high the previous week
    • Equipment suppliers are ending the year with a lot of momentum and feel positive about the year ahead
    • VLSI’s Chip Price Performance Index declined a mere 0.1 points

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales almost hit their first $10B week ever, with a >10% Y/Y gain. The 4Q20 Nowcast rose to +15%, as the IC weather jumped 5?, to a hot 92? F. The week’s Semiconductor Supply/Demand status held steady.
    Semi Market results from last week:
    • The 4Q20 Semiconductor Sales Nowcast: rose to +15%
    • Semiconductor Weather1 Report: Hot
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Pricing Trend: are flattening with weakness in CE, Tablets, and Notebooks

    Chip History Center
    How KLA-Tencor Meets Stringent Process Control Requirements: 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. K-T's Puma tool dark-field wafer inspection was introduced for the first time in this video. The Puma would go on to be one of the most popular wafer fab tools ever introduced. The 2800 broadband bright-field system was also introduced.

    KLA 200 Series Reticle Inspection Systems: KLA’s technical success was founded on how it used software to identify defects in optical images. KLA’s business success was founded on its ability to shrink-wrap its software with a full system solution. There were plenty of others trying to do the same thing at the same time. The difference between KLA’s success and the failure of other’s was KLA’s ability to tie its systems capabilities to key customer needs. You can see how they did it in this 1984 brochure.

    The Chip Insider
    Semiconductor Manufacturing:
    Semiconductor Equipment Outlook
    • Semi Manufacturing is accelerating
    • Forecast Scenarios
    • Changes since last forecast
    • Semi Equipment Trends
    • Long-term trends
    • VLSI’s view

    Foundry & IDM Capital Expenditures
    • Changes Since Last Forecast
    • Company Focus
    • Advanced Logic & Foundry
    • DRAM & NAND
    • Semiconductor Manufacturing CapEx
    • VLSI’s View

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices soared this week, three of the indices reached new yearly highs along with the market.
    • Semiconductors +8%
    • Equipment +8%
    • EDA +7%
    • Electronic Materials +3%

    VLSI’s Semiconductor Stock Index was led up 7.7% by strong gains from UMC, SK hynix, Micron, Western Digital, and ASE who claimed five of the top six stocks this week.
    IDM +11.5
    Foundry & OSAT +8.9%
    Fabless & Fablite +5.7%
    VLSI’s Semiconductor Equipment Stock Index soared 7.9% to a fresh new yearly high for the fifth consecutive week. BESI came out on top this week with strong performances also from Lam Research, ASM International, ASML, and Applied Materials.
    WFE +6.8%
    Test +6.0%
    Assembly +12.6%

    VLSI’s EDA Stock Index soared 7.0%.
    VLSI’s Electronics Materials Stock Index was led up 2.9% by Tokyo Ohka.
    Hottest Stocks: UMC, BESI, SK hynix, Micron, Western Digital, and ASE.

    Views: 1258
    Domain: Electronics
    Category: Semiconductors