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    SemiWEEK: Getting ready for 2022; SEMI ITPC; Stocks sunk

      Andrea Lati
     Dec 6, 2021
    Description:

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

    Chip Market Research Services
    Getting ready for 2022
    • Order activity for semiconductor equipment held steady at a hot 112 degrees
    • Equipment manufacturers are ending the year on very strong footing with all major segments hovering in triple-digit territory
    • VLSI’s Chip Price Performance continued to improve, signaling a positive outlook for 2022
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales rose 4% W/W while Y/Y growth picked up to 10% with no apparent seasonal holiday slowing. The IC weather warmed 1?F last week. Focusing on Logic this week, MAs of Y/Y growth have been slowing since peaking in late Sep. They are still above 20%, with sales well above 2020 since the start of the year. Last week, DRAM Y/Y MA growth dipped below 45%. Auto IC was stable, while NAND and Analog & Power slid.
    Semiconductor Sales growth continues to decelerate due to tougher comps to 2020 lows rather than a real decline. COVID plus the 2019 slowdown, means there was plenty of catchup needed. Still it’s been a hot year for sales, which have been up and to the right since March of 2021.
    VLSI’s IC Supply/Demand indices were mixed, with DRAM breaking out of Loose conditions and into Balanced. Meanwhile More-than-Moore Foundry supply conditions eased to Tight. There was slight tightening for NAND and IDM, while More Moore Foundry held. OSAT, Auto, and Analog & Power loosened slightly.
    Strategy and Tactics: SEMI ITPC

    Summaries:
    SEMI ITPC was an affirmation of the importance of our industry by executives who chose to overcome all the barriers set by the continued COVID pandemic. I really have to thank SEMI for pulling it off and Ajit Manocha for overcoming all the calls to surrender to COVID and call it off. The three days were way too packed to cover it all, so here are some of the critical highlights. The biggest question centered on the current boom: is it just a return to the classic silicon cycle as some believe or is it a longer-term growth bump due to the impact of COVID on accelerating the digital economy. While I worry it’s the former, I believe it’s the latter due to the explosive growth in data. As Seok-Hee Lee, CEO of SK Hynix, pointed out… If you like realism, Roawen Chen, COO of Qualcomm, gave one of the most down-to-earth, no-holds-barred talks I’ve heard in a long time. He demonstrated … Mukesh Khare, VP of Hybrid Cloud at IBM Research, pointed to the power of exponential progress from the…

    Mark your calendars: VLSIresearch will be performing annual maintenance December 17th through the 31st. During that time our web site may be shut down and we will not be uploading or shipping any updates.

    Chip History Center
    Semiconductor Equipment Too Expensive: Circa 1978 … Wafer fab costs skyrocketing out of control. Predictions of a tool costing $1B. And yet, they'll still make money. This Electronic News article addresses a constantly recurring issue in Integrated Circuit history: that semiconductor equipment costs are skyrocketing out of control. Mentioned are the rise in process steps, new wafer sizes, lithography tool prices for which he was fairly accurate in his projections. But the projection of a single tool costing >$1B was never to be. Read this to find out which tool might command this exorbitant price.

    Maskless Lithography: Circa 1977 ... IBM’s EL-1: a milestone in e-beam lithography and semiconductor history. This Electronics article marks a milestone that heralds the recurring dream that direct-write lithography using an electron beam would someday replace masks and optical lithography. The specs of this system show just how good IBM research is as an institution. Achieving a square beam was a major breakthrough. Its registration accuracy was better than half that of any optical aligner in its day. It was needed to ensure lines could be stitched together. Most important was its throughput of 22 wafers-per-hour, which brought IBM’s EL-1 closest to displacing optical.

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices sunk this week along with the market.
    • Semiconductors -1.9%
    • Equipment -1.6%
    • Electronic Materials -2.7%
    • EDA -1.9%

    VLSI’s Semiconductor Stock Index fell this week despite UMC, ASE, ON Semiconductor, MediaTek, and IBM all claiming five of the top six stock spots. UMC was this week’s biggest winner.
    IDM -1.7%
    Foundry & OSAT -0.5%
    Fabless & Fablite -3.2%
    VLSI’s Semiconductor Equipment Stock Index fell this week, Nikon came out on top being the only Equipment Stock to claim a top stock spot this week.

    WFE -2.0%
    Test -2.2%
    Assembly -1.0%

    VLSI’s EDA Stock fell this week.
    VLSI’s Electronics Materials Stock Index sunk this week, CMC Materials and Shin-Etsu being only companies to finish above the weekly average.
    Hottest Stocks: UMC, ASE, ON Semiconductor, MediaTek, IBM, and Nikon.

    Views: 415
    Domain: Electronics
    Category: Semiconductors


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