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    SemiWEEK: OSAT: Why Advanced Packaging is flipping the Off in OSAT; Assembly Equipment Outlook; Stocks grew

      Andrea Lati
     21st-Sep-2020
    Description:

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

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    Chip Market Research Services
    Cautiously moving forward
    • Order activity for semiconductor equipment bounced back, jumping to 80 degrees after slipping in the previous two weeks
    • Mobile SOC led the pack, jumping nearly three points, followed by Digital Consumer and DAO
    • VLSI’s Chip Price Performance Index stayed hot

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales stayed below 2019 levels last week, pointing towards another weak end-of-quarter finish, as the COVID W turns to shift the curve right. Focusing on the memory picture this week: The hot growth in NAND ICs has been cooling, with the 13Wk MA growth dipping to 23%. It remains the hottest segment.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: The 3Q20 Nowcast dropped to +15%
    • Semiconductor Weather1 Report: Cooler
    • IC Supply-Demand2 Metrics: Tighter
    • Electronics Price Trend: Rising

    Chip History Center
    The dawn of automated inspection: KLA ADD/100 Series.
    The tool that sparked the yield management revolution: The KLA 2020
    #FactFriday: Do you know what KLA stands for today and in the past?

    The Chip Insider
    Strategy and Tactics: OSAT: Why Advanced Packaging is flipping the Off in OSAT to On-Shore Assembly & Test.
    OSAT: Why Advanced Packaging is flipping the Off in OSAT to On-Shore Assembly & Test. It is hard to deny there is a strong reverse integration of packaging into companies that own their own fabs. Here are the structural reasons why Advanced Packaging is evolving from an OffSAT to an OnSAT world where Assembly and Test are close to design and fab with a More-than-Scaling strategy as a cornerstone of the post-More Moore world. We look at how IBM wrote the playbook on this strategy and why TSMC, Intel, SkyWater, and GLOBALFOUNDRIES are taking it to a new level.
    Tower hit with Cyber hack: This is the second foundry to be hacked, including X-Fab, in as many months. It certainly points to a need to have IT security on high alert. I look at IT security strategy for selecting a foundry.
    Are the Trump Administration’s actions against China affecting US Semiconductor Equipment Stock Performance? This was an interesting allegation by a stock analyst this week that had me wondering if it was true. So I dug into VLSIresearch’s indices to see if it was true. Here you can see a breakout of our semiconductor equipment stock index into U.S. versus non-U.S. stocks through last Friday. Make your own judgments, but what I see is non-U.S. equipment stocks peaked in early July and slumped while U.S. stocks were still rising. Then when the U.S. peaked in late July, the others followed. Moreover, Semiconductor stocks struggled to make gains over the same period. This was all happening while the S&P 500 continued to grow until last week. If anything, semiconductor equipment was predicting the market’s drop. I also index EU and Japanese stocks to see if they are performing better.
    The Chip History Center: - Going Off-Shore: An Interview with Charlie Sporck about how it all happened.

    Semiconductor Manufacturing Markets:
    Assembly Equipment Outlook
    • Semi Manufacturing in Recovering Economy
    • Resilient trend continues
    • Changes since last forecast
    • Mild recovery in 2020, followed by a stronger 2021
    • Assembly Equipment Trends
    • VLSI’s view

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices rose this week, Materials Stocks hit a new yearly high while the market slipped.
    • Semiconductors +2%
    • Equipment +2%
    • EDA -2%
    • Electronic Materials +2%

    VLSI’s Semiconductor Stock Index was led up 2.2% by UMC.
    IDM +2.9%
    Foundry & OSAT +3.9%
    Fabless & Fablite +1.2%
    VLSI’s Semiconductor Equipment Stock Index was led up 2.3% by Veeco Instruments.
    WFE +3.4%
    Test +4.4%
    Assembly -1.0%

    VLSI’s EDA Stock Index fell for the third consecutive week, this time by 1.5%.
    VLSI’s Electronics Materials Stock Index was led up 2.0% by SOITEC once again.
    Hottest Stocks: Veeco Instruments, UMC, SOITEC, Micron, MaxLinear, and FormFactor.

    Views: 818
    Domain: Electronics
    Category: Semiconductors