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    SemiWEEK: Intel’s Evolving Strategy. IDM 2.0: Is it real? Fake News in semis; Stocks rose

      Andrea Lati
     Sep 7, 2021

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

    Chip Market Research Services
    It's still red hot out there
    • There was no discernable change in the order activity for semiconductor equipment as temperatures held steady at a hot 109 degrees
    • Equipment suppliers are scrambling to add more capacity as equipment availability remains a major issue for chipmakers
    • VLSI’s Chip Price Performance continued to lose ground
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor weekly sales jumped in the last week of Aug, passing the $10B bar. The IC weather warmed 1?F for the week. More than Moore Foundry was Hot, as average 300mm eq wafer prices surged +13% W/Y.

    Focusing on IC growth for 3Q21, with 8 weeks into the quarter, MAs have cooled but are extremely high from a historical perspective. NAND is the slowest at just over 20% Y/Y. Logic is almost at 30%.

    Analog & Power is closing in on 40%. DRAM is just over that. Auto ICs are still above 60%. VLSI’s current forecast is for Semiconductors to finish the year at 24%. IC Wafer Fab Production was flat last week.
    VLSI’s IC Supply/Demand indices rose to Balanced with OSAT and Auto at Balanced and Foundry up to Saturated. NAND and Analog & Power improved. IDM held flat, while the 4-week-old DRAM glut continued to worsen. The 3Q21 Supply/Demand NowCast for DRAM dipped to Glut and Foundry to Loose.

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

    Strategy and Tactics: Intel’s Evolving Strategy. IDM 2.0: Is it real? Fake News in semis.

    Intel’s Evolving Strategy … Its use of the Maxim that if you’re with the customer or media, they can’t be with your competitor… But being in with the customer has little meaning unless you have something interesting to sell. One of the most interesting concepts coming out of Intel is that Moore’s Law is less about dimensions leading to lower cost and more about innovation leading to greater value… The time stamp for when competing over who was smallest was ending traces back to when the battery inserted itself between the system and the plug in the wall… the world really shifted gears with the introduction of Apple’s first iPhone, because… But that really doesn’t explain Pat’s doubling down on foundry with something he calls, ‘IDM 2.0…’

    IDM 2.0: Is it real or just real spin? Most people I talk to believe it’s the latter. But often CEOs are on to something when they do this, while the lack of belief indicates an evolving blue-ocean strategy. Morris Chang’s promise on founding TSMC that it would never compete with customers mostly met with disbelief outside of customers with few other choices than TSMC at the time. Start-ups like Nvidia and Qualcomm that wouldn’t be here today had the strategy not held. Another was Ajit Manocha’s ‘Foundry 2.0,’ which heralded a new era where the arm’s-length relationship between foundry and fabless needed to end. It led to the DCTO-centric relationships so common today in the foundry-fabless world… IDM 2.0 relies on the fact that purchase orders are monkey traps…

    Fake News and Data has infected semiconductors: Maybe I’m being overly cautious, but my dad’s 3-jerk rule1 has been broken. So, I believe it’s important to alert you there’s been a rise in fake information recently that appears to break the barrier between marketing spin and falsehood at a level that could distort your decision making.

    What’s Happening and What’s the Meaning: GF says the world needs to double capacity in the next 10 years: This is not as crazy as some colleagues may think…

    Dan’s China Strategy Book Shelf: 5000 Years of Chinese History

    Chip History Center
    People: Mark Bohr, Intel Fellow discusses process technology development on Intel's 65nm Process in this 2003 interview. It marks the first fully integrated 65nm process flow. The process was a fully featured process for MPUs including copper interconnect, second generation strained silicon, HKMG and more including their new D1D manufacturing fab…
    Exhibits: The Near Impossibility of Making a Microchip: This superb article, about the birth of the Perkin Elmer Projection Scanning Aligner, was first published in the Fall 1999 issue of American Heritage of Information & Technology. It describes a birth that was almost stillborn, but without which, today's step-and-scan exposure systems might not exist; nor would the super-complex chips at the heart of almost all electronic devices. Read the full article below to get a feel for the industry's struggles and how close it might have come to utter failure, but how it was saved by some of our industry's brightest stars.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices were up again this week with Equipment, EDA, and the S&P 500 hitting fresh new highs for the year.
    • Semiconductors +0.8%
    • Equipment +4.0%
    • Electronic Materials +2.9%
    • EDA +1.8%

    VLSI’s Semiconductor Stock Index was led up by SkyWater Technology who was this week’s biggest winner for the second consecutive week. Analyst award on news of SkyWater Technologies partnership with Rockley.
    IDM +0.7%
    Foundry & OSAT +5.6%
    Fabless & Fablite +0.2%
    VLSI’s Semiconductor Equipment Stock Index was led up by BESI, which announced higher than expected quarterly earnings this week due to higher shipments from their backlog.

    WFE +2.2%
    Test +3.5%
    Assembly +9.3%

    VLSI’s EDA Stock was led up by Cadence.
    VLSI’s Electronics Materials Stock Index was led up by JSR and Tokyo Ohka.
    Hottest Stocks: SkyWater Technology, BESI, UMC, JSR, Tokyo Ohka, and Advantest.

    Views: 482
    Domain: Electronics
    Category: Semiconductors

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