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    SemiWEEK: FormFactor five-star test & measurement supplier; If there’s a shortage; Stocks fell

      Andrea Lati
     Jul 19, 2021
    Description:

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

    Customer Satisfaction Survey
    White Paper: FormFactor five-star test & measurement supplier

    Chip Market Research Services
    Surging ahead into 2H21
    • Order activity for semiconductor equipment edged higher, moving past 107 degrees
    • Visibility for equipment suppliers is now stretching into 2022 as chipmakers race to add more capacity to alleviate shortages
    • VLSI’s Chip Price Performance slipped again
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales sunk wk/wk like a Russian submarine, almost clipping 2020 levels. It mostly indicates the start of a new quarter. The IC weather slid 2?F for the week. Focusing on Analog & Power ICs, Y/Y growth MA’s hit rocket levels of 43% last week, bested only by Auto. DRAM, Logic, and NAND followed in that order, all with double-digit gains. VLSI now projects semiconductors to grow 26% Y/Y in 2021 versus 10% in 2020.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather slid 2?F for the week.
    • Wafer Fab Production Levels: continues to grow
    • IC Supply-Demand2 Metrics: The 3Q21 Supply/Demand kicked off at Tight levels
    • Electronics Prices turned up on strength across the board

    The Chip Insider
    Strategy and Tactics: If there’s a shortage, why are semiconductor prices weak?

    If there’s a shortage, why are semiconductor prices weak? With recent projections that the chip shortage could last into 2022 and beyond, contrasted against declining semiconductor prices, we’ve been getting many questions. Yes, there was a semiconductor ASP decline between January and April, which could be seen as contraindicatory of a shortage. A fairly detailed analysis found it was due to mix shifts from high-priced, low-volume ICs to low-priced, high-volume ICs. Prices and volumes are orders-of-magnitude different between categories, so much of the recent price fluctuation has been noise.

    One way to strip the noise is to look at revenue per silicon-area-equivalent because variations in die size cancel out unit price-variations to a great degree. If you do that, the Sales/Wafer (300mm-equivalents) were up in March and flat in April. It also declined between November and February, which was smack through the hottest season of the shortage. Now, why are unit

    ASPs and wafer ASPs so different? One is … So is there really a shortage? The CPPI in the TCI Graphics and utilization levels certainly indicate a shortage. The bigl problem is measuring real demand. This has four parts, which are hard to parse… Putting this puzzle together, my judgement is that conditions are currently normal and the source of what people call a shortage is…

    Chip History Center
    The lady bug and the microchip … Little lil had heard that microchips had things as small as a micrometer and even as small as a handful of nanometers … A children's story about microns and nanometers that traces Little Lil the ladybug and her journey across a silicon wafer and down into a semiconductor integrated circuit. It was created to help kids get a visual sense out of what micrometers and nanometers are compared to the things they encounter everyday.

    What's ALD? A children's story … Did you know that the chip makers routinely make films one atom at a time? It's called Atomic Layer Deposition. It sounds very complicated, but this story makes it so simple even a child could understand.
    Bunny Suit History in Semiconductor Manufacturing In 1968, standard clean room practices were lax. Facilities were kept reasonably clean, but employees wore their own clothes and the environment was not sterile. An early technician remembered “a couple of people.... bringing pizzas in and setting them on top of the diffusion furnaces to keep them warm.” Eventually bunny suits that sealed particles in would be required to maintain semiconductor yields. Here's a history of that evolution from Intel
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices fell this week along with the market as inflation concerns continue.
    • Semiconductors -3.2%
    • Equipment -3.2%
    • Electronic Materials -0.5%
    • EDA -1.0%

    VLSI’s Semiconductor Stock Index sunk this week. SkyWater Technology was this week’s biggest winner followed by MediaTek and ASE who claimed three of the top six stock spots.
    IDM -3.0%
    Foundry & OSAT -1.5%
    Fabless & Fablite -3.3%
    VLSI’s Semiconductor Equipment Stock Index sunk this week, ASM International and BESI being the only companies to finish in positive territory.

    WFE -3.8%
    Test -3.5%
    Assembly -1.5%

    VLSI’s EDA Stock decreased.
    VLSI’s Electronics Materials Stock Index slid this week, DNP and SOITEC came out on top. Tokyo Ohka, Shin-Etsu, and JSR also were top performers.
    Hottest Stocks: SkyWater Technology, MediaTek, DNP, ASE, ASM International, and SOITEC.

    Views: 405
    Domain: Electronics
    Category: Semiconductors


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