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    SemiWEEK: The Transistor-Diamond Paradox: from More Moore to More than Moore. U.S.-China Feud vs. Semiconductor Stock Performance

      Andrea Lati

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

    Chip Market Research Services
    Fresh signs point sideways
    • Order activity for semiconductor equipment hovered at a warm 80 degrees
    • SOC Mobile and DAO jumped by another point while the other segments remain flat from the previous week
    • VLSI’s Chip Price Performance Index edged higher

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales had a weak turn up last week, as they stayed well below 2019 levels. It’s the new-normal of weak end-of-quarter finishes, as the COVID shifts the silicon cycle to the right. Focusing on the Logic picture this week: the 13Wk MA shows it to be on a solid recovery path.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: The 3Q20 Nowcast dropped to +13%
    • Semiconductor Weather1 Report: Warmer
    • IC Supply-Demand2 Metrics: Tighter
    • Electronics Price Trend: Rising

    Chip History Center
    IBM’s development of copper interconnect for ICs September 1997: IBM was first with copper interconnect for semiconductors. IBM’s announcement was a press release heard around the world. The images were stunning at the time. More important was that it marked the successful culmination of a decade-long search for a material to replace aluminum. IBM would ramp copper production in three quarters on its 220nm microprocessors. Everyone was working on a solution … most on the wrong solution. The interesting untold stories center around the decision-making process at IBM and the untruths propagated by the PR machines of the day. One of the hardest things to do in R&D management is to choose which mountain to climb. Otherwise, your resources will be wasted away while researchers try to climb every mountain.

    Intel: 50 Years of Leadership: Six people have held the title of CEO over the first fifty years of Intel’s existence. All six have faced and have had to overcome great challenges. At the same time, no leader can be great without great followers. The real question is, what did these leaders set out to accomplish, did they achieve their goals, and what problems did they leave for each that followed them.

    The Chip Insider
    Strategy and Tactics: The Transistor-Diamond Paradox: from More Moore to More than Moore. U.S.-China Feud vs. Semiconductor Stock Performance.
    The Transistor-Diamond Paradox: How it is the answer to what’s driving the industry from More Moore to More than Moore. Going beyond simple supply-demand models, we explain economics behind why transistor prices have always declined, never recovering like other markets due to a Downward-Sloping Supply curve. and build a case for why the end of Moore’s Law is not the end for the industry.
    What’s Happening and What’s the Meaning: Nvidia buying ARM for $40B: They’re not playing video games anymore.
    U.S.-China Feud vs. Semiconductor Stock Performance: A causal link between the escalation of Bejing/ Washington tensions and the recent declines in the stock market does appear to be emerging. And it’s far more that U.S. semiconductor equipment stocks. Chinese semiconductor stocks have been hit worst.
    Money Supply and Yield Curve Update: Still pointing up
    Comments, Questions & Answers: Why Advanced Packaging is flipping the Off in OSAT to On-Shore Assembly & Test and TSMC’s Arizona fab
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices eked out a gain this week, while the market slipped.

    • Semiconductors -2%
    • Equipment 0%
    • EDA +5%
    • Electronic Materials -3%

    VLSI’s Semiconductor Stock Index slipped 1.5%, NVIDIA came out on top.
    IDM -1.7%
    Foundry & OSAT -3.2%
    Fabless & Fablite -0.8%
    VLSI’s Semiconductor Equipment Stock Index was led up 0.2% by Lam Research, KLA, ASM Pacific Technology, and TEL.
    WFE +0.6%
    Test +0.0%
    Assembly -1.3%

    VLSI’s EDA Stock Index was led up 4.7%, by Synopsys.
    VLSI’s Electronics Materials Stock Index fell 2.7%.
    Hottest Stocks: Lam Research, NVIDIA, Synopsys, KLA, ASM Pacific Technology, and TEL.

    Views: 977
    Domain: Electronics
    Category: Semiconductors