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    SemiWEEK: Equipment Expenditure Shifts, Unknown Unknowns, Intel's Logo; WFE Outlook; Stocks decreased

      Andrea Lati
     14th-Sep-2020
    Description:

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

    Chip Market Research Services


    Temperatures are leveling off at warm levels, but customers remain wary
    • Order activity for semiconductor equipment meandered around the 79-degree mark in a quiet week
    • Equipment suppliers have enough visibility for the remainder of the year; however, visibility for the first half of 2021 remains low
    • VLSI’s Chip Price Performance Index surged

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales returned to 2019 levels last week, pointing towards a weak end-of-quarter finish. Still, the quarter has been strong. The 3Q20 Nowcast slumped to +17%. It continues to favor DRAM and NAND, which swapped places. Logic is also headed to a strong 3Q finish.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: The 3Q20 Nowcast slumped to +17%
    • Semiconductor Weather1 Report: Warm
    • IC Supply-Demand2 Metrics: Loosening
    • Electronics Price Trend: Bottoming

    Chip History Center
    The DRAM crash of 2008
    How the 2007-2008 financial crisis that led to the great recession ignited a crash in semiconductors. When it comes to semiconductor downturns, DRAMs are the canary in the coalmine. Here’s how it tweeted out.

    The Chip Insider
    Strategy and Tactics: Equipment Expenditure Shifts, Unknown Unknowns, Intel’s Logo
    What’s Happening and What’s the Meaning: Litho/Non-Litho Equipment Expenditure Balance Shifting: This balance has swung back-and-forth like a pendulum over the years as the value of process solutions and tool productivity have shifted. The shifts have significant effects on market share. So, what about 2021?
    The Unknown Unknowns that will determine Growth in 2021: The number of known unknown factors that will shape next year are unprecedented. We are on a rocket propelled by COVID with the gravitational drag of the Trump-China battles. Both have brought plenty of known unknowns along with the unknown directions they may take. Here are some to keep front-and-center when making your plans for next year:
    Intel launches Tiger Lake and a new logo: There are plenty of similarities to the last time Intel introduced a new logo … The Intel tornado is replaced with a hard-edged somber font …
    Comments, Questions & Answers: TSMC’s fab in Arizona and definitions for last week’s TSMC chart.
    The Chip History Center: Wafer size generations
    Semiconductor Manufacturing Markets:
    WFE Outlook
    • Semi Manufacturing in recovering economy
    • Changes since last forecast
    • Strong business environment for WFE
    • Customer spending outlook
    • Sustained WFE Growth
    • VLSI’s view
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices decreased along with the market this week.
    • Semiconductors -2%
    • Equipment -5%
    • EDA -4%
    • Electronic Materials +2%

    VLSI’s Semiconductor Stock Index fell 1.5%, despite claiming four of the top six spots.
    IDM +0.2%
    Foundry & OSAT -2.3%
    Fabless & Fablite -2.1%
    VLSI’s Semiconductor Equipment Stock Index plummeted 5.4%, BESI came out on top this week.
    WFE -6.8%
    Test -4.2%
    Assembly -2.7%

    VLSI’s EDA Stock Index plunged 4.2%.
    VLSI’s Electronics Materials Stock Index was led up 2.1% by SOITEC.
    Hottest Stocks: SOITEC, UMC, JSR, Samsung Electronics, ST Microelectronics, and ASE.
    Views: 1055
    Domain: Electronics
    Category: Semiconductors