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    Semiconductor week may 29 2020

    SemiWEEK: Catching up; Stocks rose

      Andrea Lati

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

    Chip Market Research Services
    It's warming up
    • Order activity for semiconductor equipment continued to warm up, jumping by two points to 74 degrees
    • All segments posted healthy gains with Subcon/Advanced Packaging recording the biggest increase
    • Chipmakers are sticking to their roadmaps and spending plans despite ongoing uncertainty at the macro level
    • Strong demand from datacenters, coupled with big content increases in 5G devices, will likely offset the decline in unit volumes that are projected for smartphones, PCs, and tablets
    • This should keep IC sales in positive territory in 2020
    • VLSI’s Chip Price Performance Index (CPPI) fell half a point

    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 +19%
    • Semiconductor Weather1 Report: Warmer
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Price Trend: Soaring

    Chip History Center
    People: Mark Bohr, Intel Fellow discusses process technology development on Intel's 65nm Process in this 2003 interview. It marks the first fully integrated 65nm process flow. The process was a fully featured process for MPUs including copper interconnect, second generation strained silicon, HKMG and more including their new D1D manufacturing fab…
    Exhibits: The Near Impossibility of Making a Microchip: This superb article, about the birth of the Perkin Elmer Projection Scanning Aligner, was first published in the Fall 1999 issue of American Heritage of Information & Technology. It describes a birth that was almost stillborn, but without which, today's step-and-scan exposure systems might not exist; nor would the super-complex chips at the heart of almost all electronic devices. Read the full article below to get a feel for the industry's struggles and how close it might have come to utter failure, but how it was saved by some of our industry's brightest stars.
    The Chip Insider
    Strategy and Tactics: Catching up.
    Comments, Questions & Answers: Huawei vs. DOC: The strategic changes in business structures likely to occur. Strategically, it’s time to recognize that the era of free trade globalism with little government intervention is over. While it may not be practical for our industry or economically efficient, governments matter again and the barrier of national borders is getting higher. This will define our industry’s winners and losers in this decade. America’s search for leading-edge fabs: Thinking way outside the box and what the small size of TSMC’s 20K WSM number could mean.

    What’s Happening and What’s the Meaning: U.S. Attorney General William Barr’s factual error in saying "For the first time in history, the U.S. is not leading the next technology era" and why the better approach would be for The U.S. to take off the oxfords and lace-up some running shoes. TEL’s Terry Higashi was awarded Japan’s Order of the Rising Sun, Gold and Silver Star: Congratulations, Terry, you certainly deserve this. You have done so much for our industry and Japan. It was exciting to hear that Japan was recognizing you for everything you have done just because it’s so rare a major government recognized someone from the semiconductor equipment industry. In no small way, the contributions made are why the world has been able to move on, in spite of the Coronavirus, via the electronic communications achievements made possible via many of TEL’s products in which you played a role.

    For Your Reference: Fortunes of High Tech: A history of innovation at ASM International 1958-2008 —a rare look into the history of an equipment company and the man who built it: Arthur del Prado.

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

    • Semiconductors 2%
    • Equipment 1%
    • EDA 6%
    • Electronic Materials 6%.

    VLSI’s Semiconductor Stock Index was led up 2.4% by Panasonic.
    IDM +4.4%
    Foundry & OSAT -2.6%
    Fabless & Fablite +6.8%

    VLSI’s Semiconductor Equipment Stock Index was led up 1.4% by Teradyne.
    WFE +1.7%
    Test +4.1%
    Assembly -1.3%

    VLSI’s EDA Stock Index jumped 5.9% to a new yearly high.
    VLSI’s Electronics Materials Stock Index was led up 5.8% by DNP.
    Hottest Stocks: DNP, BASF, Cabot Microelectronics, Panasonic, Amkor, and JSR

    Views: 849
    Domain: Electronics
    Category: Semiconductors