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    SemiWEEK: ASML awarded five stars across all its categories; Business Model Challenge of Heterogeneous Integration; Stocks jumped

      Anrea Lati
     Aug 9, 2021

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

    Customer Satisfaction Survey
    White Paper: ASML awarded five stars across all of its categories

    Chip Market Research Services
    The road is clear into the second half
    • Order activity for semiconductor equipment held above 108 degrees with no signs of cooling off any time soon
    • These record levels of activity will translate into a strong second half for the equipment market
    • VLSI’s Chip Price Performance is rolling over amid DRAM weakness
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor weekly sales continued to extend, at almost 10% W/Q growth. The IC weather rose 2?F for the week. Focusing on NAND, while last week’s sales were ~20% above 2020’s, growth has been flat and the current forecast is for them to finish out 2021 with 20% growth versus semiconductor sales at 24%. W/Y growth for DRAM, Logic, Auto, and Analog & Power was down. Despite cries of Auto IC shortages, sales growth continued to decline while ASP’s lack of growth reveals the buying power of car makers.

    IC Wafer Fab Production crawled 1% Y/Y last week, while 300mm eq wafer prices soared. VLSI’s IC Supply/Demand indices Tight conditions held for the 13th week. But it was bad luck for DRAM, which dropped again to Loose. But Analog & Power bumped back up to Tight. Auto ICs also tightened as 2022 model production rose. NAND, IDM, OSAT, and Foundry also tightened.

    Electronics’ Retail Prices continued to trend down.

    The Chip Insider
    Strategy and Tactics: The Business Model Challenge of Heterogeneous Integration

    Evolution of the Semiconductor Business Model: How it built and destroyed silicon empires. We are at the juncture of a semiconductor business model handoff. In the past, these have been winner-take-all affairs, where those able to execute a grand strategy became one of the three largest companies in the market over a decade or so… Hence a new grand strategy is needed to be successful in this new world of Heterogeneous/polylithic integration. Currently, TSMC’s … offers ... Intel has a clear … Meanwhile Samsung has … The biggest question is who can put it all together into a winning package for the next 10 years.

    Maxim: Strategy versus Grand Strategy – the difference is significant. It is a general rule that a strategy will fail against the competitor who can master a grand strategy. The reason is that a strategy is composed ... Grand strategies are composed of ... This is why industry giants invariably emerge from them. However, grand strategies are rare and much more difficult to execute ... They are often beautiful in retrospect because competitors will initially see them as weakness, thus giving the added plus of being a blue ocean strategy. Morris Chang’s development of… ASML’s grand strategy was fundamental to… The IBM PC and its open architecture was another great grand strategy…

    Chip History Maxims — Look like a duck: How Intel came from behind… Power projection in your company’s strategy … Average vs Great Leaders.

    Chip History Center
    Time Line: Applied Materials - AME 8100 Batch Etcher: The blockbuster that remapped the etch market ushering in the modern era of etching. Applied celebrated its 50th anniversary in 2017
    Exhibits: Nikon - 25 Years of Innovation: Traces the history of Nikon Steppers ending with early feasibility work on immersion. Nikon celebrated its 100th anniversary in 2017.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices jumped again this week with Semiconductors, Equipment, EDA Stock Indices, and the S&P 500 hitting fresh yearly highs
    • Semiconductors +3.4%
    • Equipment +5.6%
    • Electronic Materials -1.1%
    • EDA +1.9%

    VLSI’s Semiconductor Stock Index was led up by SkyWater Technology which jumped after it reported very strong earnings for 2Q21, On Semiconductor and Amkor also recorded strong gains.
    IDM +5.5%
    Foundry & OSAT +8.4%
    Fabless & Fablite +1.8%
    VLSI’s Semiconductor Equipment Stock Index was led up by Kulicke & Soffa which posted strong quarterly results, Nikon and BESI followed with big gains for the week.

    WFE +4.3%
    Test +3.2%
    Assembly +11.4%

    VLSI’s EDA Stock was led up by Cadence.
    VLSI’s Electronics Materials Stock Index was led up by Tokyo Ohka.
    Hottest Stocks: SkyWater Technology, Kulicke & Soffa, On Semiconductor, Nikon, BESI, and Amkor.

    Views: 505
    Domain: Electronics
    Category: Semiconductors

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