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    SemiWEEK: Technoprobe Number One Probe Card Supplier in the VLSI Customer Satisfaction Survey; TSMC Arizona; Stocks Jumped

      Andrea Lati
     Jun 28, 2021

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

    Customer Satisfaction Survey

    White Paper: Technoprobe number one probe card supplier.

    Chip Market Research Services
    Flying into the second half
    • Order activity for semiconductor equipment hovered at a sizzling 107 degrees with nearly all segments staying flat from the previous week
    • As lead times increase, equipment manufacturers remain very bullish about the remainder of the year and 2022
    • VLSI’s Chip Price Performance edged higher
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales were flat week/week, coasting on a 15-week run of double-digit Y/Y gains. The IC weather was mixed, with another 0?F slide for the week. Focusing on DRAM, Y/Y growth MA’s were approaching 50% last week, with growth resuming after a seasonal April dip. DRAM also registered the strongest W/W growth last week, followed by Auto and NAND.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather was mixed
    • Wafer Fab Production Levels: IC Wafer Fab continued to show the effect of capacity constraints.
    • IC Supply-Demand2 Metrics: VLSI’s IC Supply/Demand indices Tight conditions held for the 7th week
    • Electronics Prices Trend in a declining path.

    The Chip Insider

    Strategy and Tactics: TSMC Arizona: a new scenario, DTCO, TSMC, and weak Electronics prices.

    TSMC Arizona: a new scenario for why it was put there. Everyone keeps asking why TSMC decided to put a fab in Arizona. The most cynical explanation has been that … VLSIresearch has cited the pressure … to fix its supply-chain risk of having so much of its manufacturing concentrated in Taiwan, along with hot aspirations of China to integrate it. Another critical reason is the fact Arizona has the … of any state in the country, thanks to its government’s close partnership with… A new one came to mind when I was puzzling over last weekend’s coverage in Barron’s about TSMC’s poorly performing stock…

    DTCO: Why it was needed. Most of the time, new acronyms are simply marketing spins of something that already exists that catch on in the public discourse. Design Technology Co-Optimization is far more than that. DTCO has clearly displaced

    DFM, or Design For Manufacturing for good reason... Synopsys was one of the pioneers that jumped in with a solution that incorporated process profiles into EDA tools that comprehended manufacturing limitations that induced hot spots and warned designers so they could be fixed long before first-silicon… The problem with DFM is its inherent assumption that manufacturing can’t be changed and so product engineers have to design for it. DTCO changes all of that by …

    Comments, Questions & Answers: Why are Electronics Price Trends Weak? TSMC’s 2021 Technology Symposium.

    Attention getting e-mail items: Applied Materials introduced its Endura® Cu-barrier system… Progress at Intel Fabs.

    For Your Reference: The Washington Post on a White House report on the importance of the semiconductor supply chain.

    The Chip History Center: - Taiwan shifting from being a cost leader to a service and technology leader. Semiconductor Wafers get a reprieve. If you apply classical marketing to Tech, you will fail. The Three Traits of Great Leaders.

    ChipChirps™ — VLSI's Semiconductor Analytics report and more. 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.

    Chip History Center
    Ultratech’s History in Semiconductor Manufacturing — Founded in 1979 as Ultratech Stepper, it was the oldest stepper company in the world until its sale to Veeco in 2017. Unique in its use of a 1X lens, it was less expensive to build than a reduction stepper, while giving it a very large field size. Mispositioned in during the 80s as a competitor to reduction wafer exposure tools, Ultratech got left behind. This changed in 1990, when Art Zafiropoulo led a management buyout and repositioned the tool as complementary to reduction steppers, reducing fab cost. He was inducted into the Semiconductor Hall of Fame in 1994 for his ability to convince a reluctant industry of the value of mix-and-match. He was recognized by SEMI in 2000, naming him the first recipient of its Bob Graham Award for sales and marketing excellence.

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices jumped this week along with the market which hit a fresh new yearly high.
    • Semiconductors +2.4%
    • Equipment +3.2%
    • Electronic Materials +0.4%
    • EDA +2.3%

    VLSI’s Semiconductor Stock Index was led up by MaxLinear and Panasonic followed by Micron and Skyworks which were some of the top performing stocks this week.
    IDM +2.8%
    Foundry & OSAT +0.4%
    Fabless & Fablite +2.5%
    VLSI’s Semiconductor Equipment Stock Index was led up by Kulicke & Soffa and FormFactor. Investors are hoping Kulicke & Soffa will announce strong gains at its next earnings release after it beat expectations in 1Q21.

    WFE +3.0%
    Test +3.0%
    Assembly +5.3%

    VLSI’s EDA Stock was led up by Cadence.
    VLSI’s Electronics Materials Stock Index was led up by JSR followed by BASF.
    Hottest Stocks: Kulicke & Soffa, MaxLinear, Panasonic, Micron, Skyworks, and FormFactor.

    Views: 686
    Domain: Electronics
    Category: Semiconductors

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