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    SemiWEEK: Copper replacement. IFS. Shortages holding up fab capacity expansion. Semiconductor Inflation; Stocks rose

      Andrea Lati
     Nov 22, 2021
    Description:

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

    Chip Market Research Services
    The super cycle is still in full swing
    • Order activity for semiconductor equipment surged past 111 degrees with no signs of letting up
    • SOC Computing and SOC Mobile led the pack, hitting fresh new highs for the year
    • VLSI’s Chip Price Performance declined at a slower rate
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales jumped another 5% W/W while Y/Y growth cooled to 16%. The IC weather warmed another 2?F last week. Focusing on DRAM this week, MAs of Y/Y growth have been moving sideways at around 50% since late Aug. And that is what a 2H cooling-off feels like in 2021 compared to 2020’s decline. DRAM sales will almost touch the $100B bar this year. Last week, Auto IC Y/Y MA cooled to ~40%. NAND and Analog & Power followed with Logic at the back of the pack.

    VLSI’s IC Supply/Demand indices held at Tight last week with DRAM rising from Saturated to Loose. The other segments remained unchanged from the previous week. The 4Q21 Supply/Demand NowCast rose to Tight conditions for More-than-Moore. OSAT and Auto shifted back up from Tight to Shortage.

    Electronics’ Retail Prices remain on an uptrend buoyed by Notebooks and Consumer Electronics

    Strategy and Tactics: Copper replacement. IFS. Shortages holding up fab capacity expansion. Semiconductor Inflation

    Summaries:
    Copper’s replacement: The 1990s were a time of revolutionary shifts for the semiconductor industry. The biggest was the displacement of R&D focus on the transistor and onto the interconnect that wired them together. This is when the distinction of FEOL versus BEOL emerged (see BEOL Origins for more). The initial problem was transistor density was too high to wire them together with a single layer of metal. The bigger one was that as metal-pitch shrunk, resistance rose to untenable levels. Aluminum interconnect – the metal that made the first Integrated Circuits possible – had lasted 30 years. Then came copper. 30 years later, the search for copper’s replacement was on. Engineers always break through Moore’s Walls with semiconductor innovation, which is really what Moore’s Law is all about. And now a breakthrough out of quantum mechanics development is driving a replacement for copper that is as revolutionary as copper was to aluminum…

    What insiders are talking about: IFS already has more than __ foundry customers. HI customers frustrated with foundry LAP die policies. Battery energy density growth accelerating. Chip and shipping shortages holding up fab capacity expansion. Inflation has hit the semiconductor industry. Time for an end to the Shortage being pushed out.

    Chip History Center
    Hans Stork, then Senior Vice President of Silicon Technology Development at Texas Instruments, describes how decision-making processes in a technology development organization yields competitive advantage in this historic 2003 interview. Hans is one of the industry’s most transparent visionaries who tells it like it is on multiple topics including the rise of customer involvement in semiconductor technology development, which was a strategic inflection point in its day. Also, covered are rapid ramp strategy, low-power, interaction of process development with design, building of design and system expertise in mobile markets. Issues with copper interconnect and lo-k. Issues of dielectric porosity and device integration. photonics, maskless lithography, and low-k interconnect.

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices rose this week with Semiconductors, Equipment, and EDA indices along with the S&P 500 hitting fresh new yearly highs.
    • Semiconductors +2.6%
    • Equipment +2.1%
    • Electronic Materials -0.4%
    • EDA +3.5%

    VLSI’s Semiconductor Stock Index was led up by Qualcomm who was this week’s biggest winner. MediaTek, GLOBALFOUNDRIES, and NVIDIA also being top performers this week.
    IDM +1.8%
    Foundry & OSAT +0.9%
    Fabless & Fablite +3.0%
    VLSI’s Semiconductor Equipment Stock Index reached a new yearly high for a third week with strong gains from BESI and Tokyo Electron who claimed two of the top stock spots this week.

    WFE +1.5%
    Test +2.5%
    Assembly +3.4%

    VLSI’s EDA Stock jumped this week.
    VLSI’s Electronics Materials Stock Index slipped this week. Tokyo Ohka and SOITEC performing better than the weekly average.
    Hottest Stocks: Qualcomm, BESI, MediaTek, GLOBALFOUNDRIES, TEL, and NVIDIA.

    Views: 332
    Domain: Electronics
    Category: Semiconductors


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