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    SemiWEEK: AMEC earns its second triple crown; Order activity for semiconductor equipment stayed red hot; Stocks fell

      Andrea Lati
     Aug 16, 2021
    Description:

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

    Customer Satisfaction Survey
    White Paper: AMEC earns its second triple crown

    Chip Market Research Services
    It's hot and vistas are still clear but don't forget the mountainous cycles
    • Order activity for semiconductor equipment stayed red hot, hovering above 108 degrees
    • These record levels of activity will translate into a big second half for equipment suppliers
    • VLSI’s Chip Price Performance is rolling over amid DRAM weakness
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor weekly sales slowed to ~5% W/Q growth in a seasonal dip. The IC weather cooled 2?F for the week. Focusing on Logic ICs, last week’s sales reached toward 30% above 2020’s. Growth appears to have reached a ceiling, in contrast with 2020’s slump at this time of year. The current forecast is for it to finish out 2021 with 22% growth. W/Y growth slowed for DRAM and was negative for NAND, while Auto and Analog & Power jumped.

    VLSI’s IC Supply/Demand indices dropped to Balanced, breaking a 13-week run in Tight conditions. DRAM took it down, sinking 2 levels to Glut and Foundry dipped to Loose. Auto ICs dropped out of Shortages. NAND and IDM held, while OSAT and Analog & Power tightened. The 3Q21 Supply/Demand NowCast dipped to Balanced.

    IC Wafer Fab Production rose slightly last week, while 300mm eq wafer prices pulled back. Electronics’ Retail Prices continued to trend down.

    Chip History Center
    People: Alex d'Arbeloff on Teradyne’s history and the lessons he learned from co-founding and leading this legendary company. In his discussion of Nick DeWolf's business model, you'll find lots of the fundamental aspects to starting a business hasn’t changed. You'll also find out as well as how successful start-ups ups are about more than innovation. Alex appears in 3 videos cover Teradyne's Early Days, Teradyne's Rise, and in Lessons Learned he covers his Essential rules for running a semiconductor equipment company
    People: Kumud Srinivasan, Director of Fab Automation, Intel discusses the status of Semiconductor Fab Automation at Intel in this 2004 interview. Find out where Intel was at the time and what it saw ahead in fab automation. At the time, 300mm wafer sizes had just come into vogue and the industry was about to make the jump from Microchips to Nanochips as it moved scale from microns to nanometers.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices fell this week while the EDA Stock Index and S&P 500 hit fresh new yearly highs.
    • Semiconductors -3.5%
    • Equipment -5.0%
    • Electronic Materials -0.2%
    • EDA +0.6%

    VLSI’s Semiconductor Stock Index fell this week. SkyWater Technology was this week’s biggest winner followed by STMicroelectronics and Qualcomm.
    IDM -6.7%
    Foundry & OSAT -5.6%
    Fabless & Fablite -0.8%
    VLSI’s Semiconductor Equipment Stock Index plummeted this week with ASM International, ASML, Nikon, and Kulicke & Soffa being the only companies to finish above the weekly average.

    WFE -4.9%
    Test -8.3%
    Assembly -3.8%

    VLSI’s EDA Stock was led up by Cadence.
    VLSI’s Electronics Materials Stock Index slipped, BASF and DuPont de Nemours came out on top.
    Hottest Stocks: SkyWater Technology, BASF, STMicroelectronics, Qualcomm, DuPont de Nemours, and Cadence.

    Views: 483
    Domain: Electronics
    Category: Semiconductors


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