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    SemiWEEK: The Threat of IT Power Consumption. SMIC, Toshiba, and Inventory; Test & Related Equipment Outlook; Stocks jump

      Andrea Lati
     12th-Oct-2020
    Description:

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



    Chip Market Research Services
    It’s been a warm summer but a blanket of caution and uncertainty clouds visibility for 2021
    • Order activity for semiconductor equipment jumped back to 80 degrees led by DAO and Memory
    • Memory activity edged higher despite the current headwinds in the market
    • VLSI’s Chip Price Performance Index edged higher

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales were weak last week, as they dipped well below 2019 levels. Still, they were well above Q2. IC Price Pressure continued to be uplifting, as ASPs marked a 12th week of rising y/y growth. Focusing on the Auto IC picture this week: the 13Wk MA shows it to be in a sharp V recovery.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 3Q20 closed at 9% over 2019
    • Semiconductor Weather1 Report: Warm, Warmer
    • IC Supply-Demand2 Metrics: 3 Tight quarters
    • Electronics Pricing Trend: Prices dipped with weakness in every major category

    Chip History Center
    People: In 2008 we gave out awards for the most popular videos and papers at weSRCH and Chip History …
    Lisa Su’s explanation of what math and science has done for her and how they enrich your life in the Kids Korner (now Learn) wing of The Chip History Center came in second. Hopefully she got some young girls charged up about pursuing math and science.
    By the way, we did a similar video with Craig Barrett a year before.

    The Chip Insider
    Strategy and Tactics: The Threat of IT Power Consumption. SMIC, Toshiba, and Inventory
    The Threat of IT Power Consumption: As Information Technology rose to save the world’s economy from the ravages of COVID-19, a new fear emerged that the IT power needed for the 5-10 year pull-in of digitalization could overwhelm the power grid. It has been said that Data Center alone could consume all electrical power produced by 2040. That reminded me of similar predictions made in 2010, in which all IT would consume all the world’s power by 2020. What happened then and now raise similar questions:

    After SMIC, what’s next? Wondering why Micron upped its capex this week?

    Trump Administration restricts sale of exports to SMIC: The impact was to tank Chinese Semi stocks -4% and Taiwan -3%. As for hedge fund predictions it would send U.S. equipment stocks down, the opposite happened as they rose 5%.

    Toshiba Electronic Devices & Storage closing doors on its System LSI group: Thus brings a sad end to a once legendary flagship in Japan’s fleet of semiconductor giants that emerged to dominate the world in the 80s…
    Maxim: Inventory, it’s never too high until it is — As an indicator, inventories are notoriously difficult to understand. Hindsight always makes their message seem clear. But in the fog of an upturn, they are often misunderstood by analysts…
    Semiconductor Manufacturing:
    Test & Related Equipment Outlook
    • Semi Manufacturing in Recovering Economy
    • Changes since last forecast
    • Test outlook 2020 and 2021
    • Test relative to Electronics and ICs
    • Trends in Test
    • VLSI’s view

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices all jumped this week as stimulus package talks continue. Semiconductor, Electronic Materials, and EDA Indices also hit new yearly highs.

    • Semiconductors +7%
    • Equipment +7%
    • EDA +6%
    • Electronic Materials +5%

    VLSI’s Semiconductor Stock Index was led up 7.3%, with strong gains from UMC, Xilinx, ON Semiconductor, and Amkor, who were four of the top six stocks this week.
    IDM +6.2%
    Foundry & OSAT +7.8%
    Fabless & Fablite +8.0%
    VLSI’s Semiconductor Equipment Stock Index was led up 7.0% by FormFactor and Kulicke & Soffa.
    WFE +6.4%
    Test +11.0%
    Assembly +7.4%

    VLSI’s EDA Stock Index jumped 5.7%, earning a fresh new yearly high.
    VLSI’s Electronics Materials Stock Index also hit a fresh new yearly high this week, increasing 5.4% with a solid performance from Cabot Microelectronics, DuPont, and Tokyo Ohka.
    Hottest Stocks: UMC, Xilinx, ON Semiconductor, FormFactor, Kulicke & Soffa, and Amkor

    Views: 584
    Domain: Electronics
    Category: Semiconductors