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    SemiWEEK: Intel Accelerated node renaming: lessons to learn; Stocks fell

      Andrea Lati
     Aug 23, 2021
    Description:

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

    Chip Market Research Services
    It's sunny and hot
    • Order activity for semiconductor equipment held steady at a hot 108 degrees
    • This will translate into a very strong second half for equipment manufacturers
    • VLSI’s Chip Price Performance extended its decline amid DRAM weakness
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor weekly sales picked back up to ~6% W/Q and is still close to 20% above 2020. The IC weather cooled 4?F for the week. Focusing on Analog and Power, last week’s sales were well above both 2019 and 2020. Growth did reach a ceiling early this summer but the MA is well above 30%. The current forecast is for it to finish out 2021 at 30% Y/Y. W/Y growth jumped back up for DRAM, NAND, and Auto ICs. It was down for Logic.

    IC Wafer Fab Production rose slightly last week, while 300mm eq wafer prices were up more than 10% over 2020. VLSI’s IC Supply/Demand indices dropped again, this time to Loose. Foundry was down to Saturated, while Auto and OSAT fell to Balanced. NAND held but the DRAM glut deepened, while IDM and Analog & Power improved slightly. The 3Q21 Supply/Demand NowCast for DRAM dipped to Saturated.

    Electronics’ Retail Prices continued to trend down, driven primarily by mobile & consumer.

    Strategy and Tactics: Intel Accelerated node renaming: lessons to learn.

    Intel’s Accelerated node renaming: There was plenty to unpack from Intel’s Accelerated conference on July 26th. It was well covered by the media, so no need to dig further. What was far more important was the many lessons to learn about strategic approaches to today’s media and financial communities and how to educate them without insulting them. Both are really playing catch-up on understanding how semiconductors drive the economy after decades of drinking the All-Things Internet cocktail of ‘software makes money, hardware burns it…’ gave the best metrology calibration point when he wrote, “…the challenge of explaining…” Pat Gelsinger has the Sword of Damocles over his head with time slowly erasing the free pass he got for being the new CEO of a struggling enterprise – the single horse hair left holding that sword having been tied… Now it was possible TSMC would have been … They lacked Jim Morgan’s Maxim of having “court sense.” TSMC could rely strategically on their customer’s unwillingness to …

    Evolution of the Semiconductor Business Model: Dan, Great article. It’s remarkable how much packaging has changed and will be changing in the next few years...

    Chip History Center
    Intel's Birth May 1968: Robert (Bob) Noyce and Gordon Moore: The decision that would change the course of semiconductor history. It was a sunny California day when two men met at a home on Loyola Drive in Los Altos. It would have looked like any weekend front-yard meet-up. Robert (Bob) Noyce had been mowing his lawn. Gordon Moore had just popped over. Yet it was more than just a simple chat …
    Intel introduces its first product August 1969: The 3101 SRAM with this press release. It was part of Moore’s “Goldilocks strategy,” to develop three technologies at once. Features included “fast access times of 50 nanoseconds” … and … “power dissipation of 6 milliwatts-per-bit.” It was priced at $99.50 each, or a whopping $1.56 per-bit. This was cutting edge performance, circa 1969 …
    Lam Research AutoEtch 480: the system that built the company. A landmark in the history of equipment and it was one of the first single wafer, load-locked plasma etchers. Its market success proved it was one of the best etchers of the day. Introduced in 1981, just a year after the company’s founding, this would be one of the key products to build Lam into a giant in the semiconductor industry. It marked a substantial divergence from what was available at the time. As Lam put it, “AutoEtch 480 has been …

    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices fell again this week, with the exception of the EDA Stock Index which soared to a new yearly high.
    • Semiconductors -2.6%
    • Equipment -4.3%
    • Electronic Materials -3.6%
    • EDA +5.4%

    VLSI’s Semiconductor Stock Index fell this week. NVIDIA came out on top after reporting strong earnings for the quarter. Maxim and SK hynix also recorded strong gains for the week.
    IDM -2.3%
    Foundry & OSAT -5.1%
    Fabless & Fablite -2.3%
    VLSI’s Semiconductor Equipment Stock Index plummeted again this week with FormFactor being the only bright spot which was one of the top performers this week.

    WFE -3.7%
    Test -2.8%
    Assembly -6.0%

    VLSI’s EDA Stock was led up by Synopsys which was this week’s biggest winner, Cadence also had a strong week.
    VLSI’s Electronics Materials Stock Index fell, DNP came out on top.
    Hottest Stocks: Synopsys, NVIDIA, Cadence, Maxim, SK hynix, and FormFactor.

    Views: 291
    Domain: Electronics
    Category: Semiconductors


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