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    SemiWEEK: WFE Outlook 2Q2021; Stocks Slipped

      Andrea Lati

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

    Chip Market Research Services
    Orders are flitting like butterflies
    • Order activity for semiconductor equipment continued to edge higher, jumping above 101 degrees
    • Although the momentum has slowed a bit in the last few weeks, it’s really hot out there with the majority of segments hovering in the triple-digit territory
    • VLSI’s Chip Price Performance heated up
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales pulled back last week but were still almost 20% over the same week in 2020. Focusing on last week’s DRAM picture, both y/y sales and its MA ran over 40% last week. The market was way over historical trends for a 1st quarter. The last time it was this hot was in the go-go year of 2018. Auto ICs achieved similar growth last week.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather was +1?F hotter for the week.
    • Wafer Fab Production Levels: they’re hitting fab capacity constraints as well as a normal April demand softening.
    • IC Supply-Demand2 Metrics: opened 2Q21 in Shortage conditions.
    • Electronics Prices are declining.

    The Chip Insider
    Semiconductor Manufacturing: WFE Outlook

    • Semi Manufacturing in Shortage Environment
    • Changes since last forecast
    • Strong business environment for WFE
    • Customer spending outlook
    • Sustained WFE Growth
    • VLSI’s view

    Chip History Center
    Time Line: Teradyne J259 IC Test System: This was the first truly computer-controlled IC test system. Introduced in 1966 it sported a DEC mini-computer. With a paper-tape reader and teletype as I/O it went for the astounding price of $58,500. It was a runaway best seller and established Teradyne’s position as a leader in the emergent IC testing market following a long-time leadership position in discrete testing.
    People: The Rise of ASML: Martin van den Brink, employee number 1 at ASML, describes what was like to take on lithography’s giants and win in this 2006 interview. At the time ASML was at the forefront of the productivity revolution and Europe’s Hi-Tech turnaround.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices slipped this week while the S&P 500 hit a new yearly high.
    • Semiconductors -0.9%
    • Equipment -1.7%
    • EDA -1.0%
    • Electronic Materials +0.4%

    VLSI’s Semiconductor Stock Index slipped despite claiming three of the top stocks this week. NVIDIA got a boost after announcing its first data center CPU earlier this week.
    IDM -2.9%
    Foundry & OSAT -2.5%
    Fabless & Fablite +0.5%
    VLSI’s Semiconductor Equipment Stock Index fell this week with only a handful of companies finishing in positive territory. ASML was one of the top performers this week as analyst became more positive about ASML’s performance for the rest of the year.

    WFE -1.6%
    Test -2.7%
    Assembly -1.2%

    VLSI’s EDA Stock Index was led up by Cadence.
    VLSI’s Electronics Materials Stock Index slipped while BASF and DuPont de Nemours came out on top.
    Hottest Stocks: NVIDIA, MaxLinear, Panasonic, BASF, ASML, and DuPont de Nemours.
    Views: 1108
    Domain: Electronics
    Category: Semiconductors