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    SemiWEEK: ASM Pacific Technology secures its fifth triple crown; Moore’s Law Originalism versus Pragmatism; Stocks jumped

      Andrea Lati
     Aug 9, 2021
    Description:

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

    Customer Satisfaction Survey
    White Paper: ASM Pacific Technology secures its fifth triple crown

    Chip Market Research Services
    It’s red hot out there
    • Order activity for semiconductor equipment continued to edge higher, jumping past 108 degrees
    • With lead times increasing equipment suppliers expect 2022 to be another growth year
    • VLSI’s Chip Price Performance fell at a faster clip
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor weekly sales were up last week 5% W/W and well above 2020's. Focusing on IC Wafer Fab Production: it slid last week, while 300mm eq wafer prices were up almost 18% Y/Y. Last week’s DRAM sales were ~30% above 2020’s. The current forecast is for them to finish out 2021 with almost 40% growth versus semiconductor sales 24%.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather slid 0?F for the week
    • Wafer Fab Production Levels: slid.
    • IC Supply-Demand2 Metrics: Tight conditions held for the 12th week.
    • Electronics Prices continued to trend down.
    The Chip Insider
    Strategy and Tactics: Moore’s Law Originalism versus Pragmatism.

    Moore’s Law Originalism versus Pragmatism: Transistors, DRAMs, Speed, Nodes, and otherwise. It’s interesting to see the parallels between Constitutional Law and Moore’s Law debates about Originalism versus Pragmatism. The Originalists try to restrict the interpretation to very narrow views of dimensional scaling transistors over time from Moore’s 1965 and 1975 papers. By this measure, Moore’s Law was either dead at the end of Dennard scaling or frozen with 193i lithography until EUV came to the rescue. But the Originalist interpretation is in error... The Originalist interpretation is a problem because it tries to squeeze 1965 technology from the mid-20th century into a fixed lens of dimensional technology going forward into the 21st century… The Pragmatist interpretation of Moore’s Law still draws on the original papers, but differs in that it draws not on dimensional rigidity, but on the purity of customer benefit. Gary Dickerson’s PPACt puts it best…

    GlobalFoundries Summit: This is the best word I can find to describe GF’s event on Monday. GF can bring together technologists and political heavy-weights for open and frank discussions like no other semiconductor organization in the world.

    Dan’s China Strategy Book Shelf: The World Turned Upside Down: America, China, and the Struggle for Global Leadership by Clyde Prestowitz…

    Chip History Center
    How KLA-Tencor Meets Stringent Process Control Requirements: Ken Schroeder, then President & CEO of KLA-Tencor, discusses the history of process control and the role K-T played in improving wafer fab yields for semiconductor companies in this 2005 video. K-T's Puma tool dark-field wafer inspection was introduced for the first time in this video. The Puma would go on to be one of the most popular wafer fab tools ever introduced. The 2800 broadband bright-field system was also introduced.
    KLA 200 Series Reticle Inspection Systems: KLA’s technical success was founded on how it used software to identify defects in optical images. KLA’s business success was founded on its ability to shrink-wrap its software with a full system solution. There were plenty of others trying to do the same thing at the same time. The difference between KLA’s success and the failure of other’s was KLA’s ability to tie its systems capabilities to key customer needs. You can see how they did it in this 1984 brochure.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices jumped this week with the EDA stock index hitting a fresh new yearly high.
    • Semiconductors +3.7%
    • Equipment +1.6%
    • Electronic Materials +1.5%
    • EDA +1.2%

    VLSI’s Semiconductor Stock Index soared this week with strong gains from SMIC, AMD, MaxLinear, UMC, JCET, and Xilinx which claimed all six of the top six stock spots this week.
    IDM +1.8%
    Foundry & OSAT +3.2%
    Fabless & Fablite +2.2%
    VLSI’s Semiconductor Equipment Stock Index was led up by KLA, who came out on top after announcing an encouraging Q4 report. Advantest and Onto Innovation were also top performers this week.

    WFE +2.4%
    Test +2.0%
    Assembly -0.9%

    VLSI’s EDA Stock was led up by Cadence.
    VLSI’s Electronics Materials Stock Index was led up by JSR.
    Hottest Stocks: SMIC, AMD, MaxLinear, JCET, UMC, and Xilinx.

    Views: 309
    Domain: Electronics
    Category: Semiconductors


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