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    SemiWEEK: Happy Holidays to all and to all a good cycle; Stocks sunk

      Andrea Lati
     Jan 10, 2022
    Description:

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

    Chip Market Research Services
    The ducks are lining up for the New Year
    • Order activity for semiconductor equipment edged higher over the holidays, jumping past 113 degrees
    • Equipment suppliers are starting the year with a lot of momentum and expect 2022 to be another strong year
    • VLSI’s Chip Price Performance is trending higher
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales went to their normal Christmas W/W roll-over, while Santa delivered Y/Y growth of 46% in the last week of the year. Even though they finished the year at a thin-oxygen height, Semiconductor Sales growth continued towards historic trend rates. 2021 was a hot year for sales, which have been up and to the right since March of 2021, reaching $0.6T and on track to hit $1T by 2030. All segments closed out the year at extremely high Y/Y growth levels.
    Though they did cool in the year’s last weeks. The 13-wk MA growth ranged between ~15% and ~40%, with DRAM fastest and Analog & Power the slowest. Most semiconductor forecasts for 2022 are similar to VLSI’s 10%. One thing that’s clear is the Auto IC shortage peaked last summer and cooled. The same is true for A&P. Memory continues to show an upward growth trend.
    VLSI’s IC Supply/Demand indices continued to favor DRAM, OSAT, and Auto thru the holidays. All 3 were Shortages as 4Q21 conditions closed out Tight overall. Electronics’ Retail Prices rose sharply through the holidays.
    The Chip Insider: Happy Holidays to all and to all a good cycle
    Summaries:
    VLSI wants to wish everyone a Happy Holiday season. We’ve just ended another space-trip year, where growth was beyond atmospheric heights. It was COVID crazy as well: Geopolitical tensions were high, with heated tensions in the Taiwan Strait, while America went after its tech titans and came perilously close to losing its democracy. The year kickoff with Auto IC shortages that quickly migrated to things that should never be short, like shipping containers. Auto makers pried governments to jump into chips, as TSMC became the Hope Diamond for all. Political leaders around the world held up chips and wafers, proclaiming everything ran on them. You knew that. The shocker was they hadn’t figured out chips were the oil of this century 1/5th of the way into it. Last year we pointed out the “Central Banks pouring Vodka in the Punchbowl.” Predictably the year ended with massive inflation. It wasn’t supposed to happen for several years, but IC’s hit half-a-trillion dollars!

    With 11 months of data in for 2021, VLSI sees IC growth of +26% and equipment at +35% – both more than 2X expectations from last year. At least we got the sign right. Next year’s drivers are expected to be: The continued “better normal” buildout of IT Infrastructure, the 3nm demand ramp, and the rolling out of backlogged orders from the shortage. For 2022, VLSI sees cooling growth, with ICs at +11% and equipment at +20%. Most of the people we talk to believe this will be conservative again.

    Meanwhile, we’ll hope Santa will bring our industry a great New Year where all the earnings beat expectations, all the guidance turns out to be low, and everyone gains market share. Statistical anomalies aside, we trust you, your family, and friends will have a well-deserved holiday and use these times to bring everyone together. We certainly wish you the happiest of holidays.

    We treasure your support and confidence in us and will do everything possible to be a positive part of keeping our industry on track.

    Chip History Center

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    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices sunk this week, starting the year off on rough footing as investors fear the impact Omicron will have on the labor market.
    • Semiconductors -3.4%
    • Equipment -3.7%
    • Electronic Materials -0.6%
    • EDA -10.3%

    VLSI’s Semiconductor Stock Index sunk this week despite claiming three of the top six stock spots. Intel came out on top followed by Panasonic and TSMC.
    IDM 0.0%
    Foundry & OSAT -5.0%
    Fabless & Fablite -5.4%
    VLSI’s Semiconductor Equipment Stock Index sunk this week, Nikon was the only company to finish in positive territory.

    WFE -2.6%
    Test -1.1%
    Assembly -7.2%

    VLSI’s EDA Stock plummeted this week.
    VLSI’s Electronics Materials Stock Index slipped this week, claiming two of the top stocks. BASF was the biggest winner this week.
    Hottest Stocks: BASF, Nikon, Intel, Panasonic, DuPont de Nemours, and TSMC.

    Views: 311
    Domain: Electronics
    Category: Semiconductors


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