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    SemiWEEK: Advantest reigns as the top ATE Supplier in the VLSIresearch Customer Satisfaction Survey; Stocks increased

      Andrea Lati
     Jun 7, 2021

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

    Customer Satisfaction Survey
    White Paper: Advantest reigns as the top ATE Supplier in the VLSIresearch Customer Satisfaction Survey

    Chip Market Research Services
    The seas are calm and there's plenty of light left before we get to next year
    • Order activity for semiconductor equipment jumped past 105 degrees with SOC Computing clocking in the biggest gain
    • Equipment suppliers remain very bullish about this year’s prospects and they expect the positive momentum to carry over into 2022
    • VLSI’s Chip Price Performance edged higher
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales jumped to almost 20% over last year, making it a 12-week run of double-digit gains. W/Q growth turned positive. The IC weather was hotter, with a 2?F rise for the week. Focusing on Logic, Y/Y growth MA’s bumped up from a mid-May dip with growth well above 10%. Last week, Auto continued surge with 40+% Y/Y growth.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather was hotter.
    • Wafer Fab Production Levels: IC Wafer Fab Production levels have turned up after their seasonal spring vacation.
    • IC Supply-Demand2 Metrics: VLSI’s IC Supply/Demand indices’ Tight conditions held.
    • Electronics Prices Electronics’ Prices popped up.

    Chip History Center
    People: In 2008 we gave out awards for the most popular videos and papers at weSRCH and Chip History … Lisa Su’s explanation of what math and science has done for her and how they enrich your life in the Kids Korner (now Learn) wing of The Chip History Center came in second. Hopefully she got some young girls charged up about pursuing math and science.
    By the way, we did a similar video with Craig Barrett a year before. To watch these videos, click on Lisa Su and Craig Barrett.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices increased this week with Equipment stocks hitting a fresh new yearly high.
    • Semiconductors +1.1%
    • Equipment +2.0%
    • Electronic Materials +1.3%
    • EDA +0.2%

    VLSI’s Semiconductor Stock Index was led up by NVIDIA, SkyWater Technology, and Amkor who claimed three of the top six stock spots this week.
    IDM +0.4%
    Foundry & OSAT +2.5%
    Fabless & Fablite +1.1%
    VLSI’s Semiconductor Equipment Stock Index was led up to a fresh new yearly high this week with strong gains from both BESI and Advantest. BESI was this week’s biggest winner. Nikon, ASM International, Kulicke & Soffa, and Veeco Instruments also performed well this week

    WFE 1.5%
    Test +1.7%
    Assembly +2.7%

    VLSI’s EDA Stock was led up by Synopsys.
    VLSI’s Electronics Materials Stock Index was led up by SOITEC for the third consecutive week.
    Hottest Stocks: BESI, NVIDIA, Advantest, SkyWater Technology, SOITEC, and Amkor

    Views: 451
    Domain: Electronics
    Category: Semiconductors

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