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    SemiWEEK: Heterogeneous IC Economics. Moore’s Law continues to live; Stocks rose

      Andrea Lati
     25th-Nov-2020
    Description:

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

    Chip Market Research Services
    Ending the year on a strong footing
    • Order activity for semiconductor equipment continued to heat up, jumping past 83 degrees to a new high for the year
    • Equipment suppliers are ending the year with a lot of positive momentum and feeling more optimistic about the year ahead
    • VLSI’s Chip Price Performance Index fell slightly

    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales continued to set seasonal records last week at a >20% Y/Y gain, as the IC weather jumped to 88? F. IC Highlights: Focusing on the total IC picture this week, 13-week MAs show a fairly steady rise with no significant perturbation from COVID.
    Semi Market results from last week:
    • The 4Q20 Semiconductor Sales Nowcast: jumped to 14%
    • Semiconductor Weather1 Report: Warmer
    • IC Supply-Demand2 Metrics: Tight
    • Electronics Pricing Trend: are trending higher with strength in Mobile and Tablets

    Chip History Center
    Advantest: What made it a Successful Company Toshio Maruyama, then President & CEO of Advantest Corporation, reflects on the history and future of Advantest and its role in semiconductor ATE, in this historic 2006 Video. Made in the year of Advantest’s 50th anniversary, topics covered include: Early history of the company as an instrument maker, named Takeda Riken, focused on serving Japanese customers. Evolution into an Automatic Test Equipment company. Launching its effort to become a global company. How to do it by changing the leadership concept of the day. Why they renamed the company to Advantest. The importance of branding globally … the slogan, “Why test when you can Advantest.” The issues of rising ATE development costs and its effects on profitability and customer concerns.

    Advantest - 50th Anniversary Advantest turned 50 on July 1, 2004. It was a milestone for one of Japan's greatest tech companies. This documents that history from the company's first product, the Micro Ammeter, through it's release of its ground breaking T3340 VLSI Logic tester based on 100 MHz technology to it's T2000, T6577 SoC Tester and T5377S Memory Test System.

    The Chip Insider
    Strategy and Tactics: Heterogeneous IC Economics. Moore’s Law continues to live.
    Heterogeneous Integration Economics: Heterogeneous integration is normally approached from a perspective of being an expensive package that pays for itself with greater performance, which brings higher prices… This is opening up a new vista of possible choices in design and has intersected with a need to put an incredible number of transistors in the package. However, the economic approach to determine which is more cost effective – single-die or heterogeneous multi-die – is very different than conventional single die or classical COO analysis… The economics of heterogeneous are design and yield dependent. So let’s run through some numbers of how the economics have changed to make it possible… We take a 5nm design that will end up with a 600mm2 die and convert it to a heterogeneous 3-chip solution. The result is a huge cost savings.
    Why Moore’s Law continues to live: Last week I showed why predictions of the death of Moore’s Law have always been wrong due to ‘what you see is all there is’ bias. This week I am going to show why ‘the Law’ continues to thrive and how it drives equipment demand. What’s made that possible, even though the cost of tools and fabs have risen exponentially, is the ability to pack more patterning pixels into given area… What’s come out of multi-patterning is the lesson that Process Simplification and EPE (Edge Placement Error) have become … It’s well demonstrated customers will pay more for PPAC and—more recently the move into auto—for reliability… This also drives volume and application due to Jevon’s corollary to the Law of Supply and Demand... This process has always translated into growth and profit for those on the vanguard of technology. Core technology advances are the roots of economic growth…
    Maxim: Innovation comes from leadership, not technology. It is a strategic error to believe that innovation is about technology, because it puts the cart before the horse. Technology is the result of innovation. Innovation is more about leaders who see a problem and then have the persistence to fail and start over many times before they are successful... The development of EUV is arguably the greatest technical achievement in human history. Bigger than the Manhattan Project … value to humanity. It was far more difficult, as many of great stature tried, failed, and then dropped back into obscurity. One did not: ASML. It’s a story of great leadership with dogged persistence by Martin van den Brink, Frits van Hout, and a cast of thousands….
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices rose this week, three of the indices hit new yearly highs for the fourth consecutive week.
    • Semiconductors +3%
    • Equipment +3%
    • EDA -0%
    • Electronic Materials +3%

    VLSI’s Semiconductor Stock Index was led up 2.6% by UMC to a fresh new yearly high, claiming four of the top six stocks.
    IDM +3.6%
    Foundry & OSAT +4.6%
    Fabless & Fablite +1.5%
    VLSI’s Semiconductor Equipment Stock Index was led up 3.0% by ASM Pacific Technology to a new yearly high. Majority of the companies finished the week in positive territory.
    WFE +3.3%
    Test +2.6%
    Assembly +2.5%

    VLSI’s EDA Stock Index slipped 0.2%
    VLSI’s Electronics Materials Stock Index was led up 3.4% by Shin-Etsu.
    Hottest Stocks: UMC, Shin-Etsu, JCET, Western Digital, IBM, and ASM Pacific Technology.

    Views: 2044
    Domain: Electronics
    Category: Semiconductors