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    SemiWEEK: Europe’s semiconductor fall: Is it as steep as some say?; Foundry & IDM Capital Expenditures; Stocks slipped

      Andrea Lati
     Sep 27, 2021
    Description:

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

    Chip Market Research Services
    It’s hot and windy
    • Order activity for semiconductor equipment hovered at a sizzling 110 degrees with most segments staying flat from the previous week
    • Chipmakers are raising their prices to account for some of the increasing costs
    • VLSI’s Chip Price Performance continued to trend lower
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales pulled back slightly as the IC weather cooled another 1?F for the week. Most markets cooled, while Auto ICs and Analog & Power warmed. Analog & Power also had the highest W/W growth, followed by Logic. DRAM, NAND, & Auto ICs were down. Focusing on Logic, MAs continue to run at levels >30% higher than 2020. VLSI’s current forecast is for it to finish the year at 22% growth.
    IC Wafer Fab Production growth was over 30% Y/Y last week, as wafer price inflation continued to be strong.
    VLSI’s IC Supply/Demand indices were Balanced last week with Auto ICs, OSAT, and DRAM rising a notch. More-than-Moore Foundry dropped one. IDM was weaker, while NAND and Analog & Power were unchanged.
    The 3Q21 Supply/Demand NowCast held at Balanced. More Moore improved, raising Foundry a notch for the quarter.
    Electronics’ Retail Prices continue to trend down.
    Strategy and Tactics: Europe’s semiconductor fall: Is it as steep as some say?

    Summaries:
    Europe’s semiconductor fall: Is it as steep as some say? I keep seeing the BCG’s datapoint showing Europe held 44% of semiconductor manufacturing capacity in 1990. This should not pass the sniff test for anyone in the industry back then or at least anyone that did a small amount of research about the timeframe. Otherwise, the world would have been outraged about Europe’s share, not Japan’s at the time. My reason to point it out is simple: bad data leads to costly decision errors… Now I can’t really say how they came up with such a high number for 1990, but I can see 2 scenarios for how it came to be: First is the analysis excluded capacity that was less than 200mm. In 1990, 200mm was still in R&D and wouldn’t arrive to production until 1993… Second, it could have been a simple transpositional error in data entry. Japan held just over 44% of production in wafer area in 1990, which was its peak year…


    China, Korea, and Taiwan have been the real force behind the regional redistribution of semiconductor manufacturing. From less than 7% in 1990, CKT have risen to hold a combined wafer fab production total of 61% in 2020. Greater China (China + Taiwan) had 36%, which was more than the combined total for Japan, Europe, and the United States of just 32%. No doubt about it, this is a concerning geopolitical threat for these latter three to ponder in the post-global world. Especially when one considers that geopolitical concerns in the 19th century centered on managing growth of the industrial economy, the 20th Century on managing access to the oil to fuel it, and 2021’s global awakening to the 21st Century being about managing control of the semiconductor production to digitize the economy.

    Chip History Center
    People: Semiconductor lithography history: Bill Arnold, Gene Fuller, Phil Ware, and their views about the future of semiconductor lithography in 2003. The history of technology development always looks like a clear linear path in retrospect. But it’s never clear when you’re in the middle of it. These historic videos take you back to 2003, when 193nm immersion was still a concept, 157nm exposure tools were expected to be ready soon, and progress on EUV was extremely difficult.
    Semiconductor Manufacturing:
    • Foundry & IDM Capital Expenditures
    • Changes Since Last Forecast
    • Company Focus
    • Advanced Logic & Foundry
    • DRAM & NAND
    • Semiconductor Manufacturing CapEx
    • VLSI’s View

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices slipped this week, while the market and Semiconductor Stock Index eked out a gain.
    • Semiconductors +0.3%
    • Equipment -1.0%
    • Electronic Materials -1.3%
    • EDA -0.5%

    VLSI’s Semiconductor Stock Index was led up by Analog Devices, MaxLinear, Texas Instruments, UMC, and Xilinx who claimed five of the top six stock spots this week.
    IDM -0.2%
    Foundry & OSAT -0.9%
    Fabless & Fablite +0.9%
    VLSI’s Semiconductor Equipment Stock Index slipped this week despite gains from FormFactor, Veeco Instruments, ASML, Applied Materials, and Lam Research. FormFactor was this week’s biggest winner.

    WFE -0.5%
    Test +0.7%
    Assembly -1.8%

    VLSI’s EDA Stock slid this week.
    VLSI’s Electronics Materials Stock Index decreased this week, BASF and SOITEC came out on top.
    Hottest Stocks: FormFactor, Analog Devices, MaxLinear, Texas Instruments, UMC, and Xilinx.

    Views: 679
    Domain: Electronics
    Category: Semiconductors


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