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    Semiconductor week may 22 2020

    SemiWEEK: America's search for leading-edge fabs; Stocks rose

      Andrea Lati

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

    Chip Market Research Services
    Order activity is up despite limited visibility
    • Order activity for semiconductor equipment surged nearly six points, jumping past 72 degrees
    • Despite the uncertainty from the COVID-19 pandemic, demand for equipment remains solid as semiconductor companies continue to push forward with their capacity upgrades and additions plans
    • Working from home economy coupled with surging e-commerce has offset the weakness in other sectors like automotive and industrial
    • There have been some major changes to the forecasts in this update
    o Equipment sales are now expected to increase 7% compared to our previous forecast of -6%.
    o IC sales are expected to increase nearly 1% compared to -4% in the previous update
    • VLSI’s Chip Price Performance Index (CPPI) slipped further

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    The Coronavirus drove Integrated Circuit sales towards recession and now the WAHE is pulling it out.
    Semiconductor sales continued to run well above 2019 levels last week, with a 2nd half revenue ramp similar to 2018.
    Semi Market results from last week:
    • Semiconductor Sales Nowcast: 2Q20/2Q19: Jumped up to +17%
    • Semiconductor Weather1 Report: Warmed to Temperate
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: Soaring

    Chip History Center
    People: Sunlin Chou on Intel's R&D Pipeline . The history of semiconductor research at Intel is discussed in this 2004 conversation. Learn how Intel systematically turned research into gold with the approach they developed called the "pipeline." At the core of Sunlin's values is the belief that all problems should be dealt with systematically and this is exactly how he dealt with the issue of reviving Intel's prowess after the 1985 debacle …
    Power, Performance, Cost, and Moore's Law - How Power, Performance, and Cost relate to Moore's Law are discussed in this 2004 conversation with Sunlin Chou, who was then Senior VP and GM, Technology & Manufacturing Group at Intel. Sunlin discusses how managing these parameters has evolved over time. As semiconductor chips get larger with more transistors it would seem that they would consume more power. Learn why this is not the case here. Topics covered include: How leakage currents can rise faster than drive currents as transistors get smaller. Where the power is being consumed in system. The new issues that were emerging as semiconductors crossed the 100nm barrier.
    The Chip Insider
    Strategy and Tactics: America’s search for leading edge fabs.
    America’s search for leading edge fabs: The recent battles between China and America have tended to not be framed by the semiconductor issue. Instead they have centered on trade and jobs, with the Coronavirus an emergent hot point. But the semiconductor issue, often hidden, has been not too far below the surface because it is an existential threat to national security. As control over oil was the
    strategic national security fulcrum of the 20th century, semiconductors are for the 21st century. Of course, everyone in our industry knows this, yet... Silicon Shield: For Taiwan, its semiconductor strategy was conceived around a much more visible threat: America’s recognition of … Intel’s American Foundry Fab: The new story is… TSMC’s American Foundry Fab: China has a TSMC fab, why not America? One oft stated reason for it… Taiwan: America’s 51st state? Now if you really want to think outside the box…

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices rose along with the market. EDA index hit a new yearly high this week.

    • Semiconductors 4%
    • Equipment 3%
    • EDA 6%
    • Electronic Materials 3%.

    VLSI’s Semiconductor Stock Index was led up 4.0% by Infineon, Panasonic, ON Semiconductor, and Skyworks.
    IDM +4.4%
    Foundry & OSAT -2.6%
    Fabless & Fablite +6.8%

    VLSI’s Semiconductor Equipment Stock Index was led up 3.1% by Teradyne.
    WFE +3.9%
    Test +4.3%
    Assembly -0.1%

    VLSI’s EDA Stock Index was led up 6.3% by Synopsys, hitting a new high for the year.
    VLSI’s Electronics Materials Stock Index was led up 3.3% by Cabot Microelectronics.
    Hottest Stocks: Infineon, Cabot Microelectronics, Panasonic, ON Semiconductor, Skyworks, and Teradyne.

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    Domain: Electronics
    Category: Semiconductors