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    SemiWEEK: KOKUSAI ELECTRIC earns “THE BEST” award in Fab Equipment on strong product performance ratings; Stocks slipped

      Andrea Lati
     Jul 12, 2021

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

    Customer Satisfaction Survey
    White Paper: KOKUSAI ELECTRIC earns “THE BEST” award in Fab Equipment on strong product performance ratings

    Chip Market Research Services
    It’s a hot and sunny summer
    • Equipment demand is soaring across the board in 2021 and suppliers are shipping what they can make
    • Equipment growth in 2021 could have been higher than the 32% clip had it not been for the constraints in the supply chain
    • VLSI’s Chip Price Performance jumped higher
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales sunk wk/wk, in a normal end of the back-to-school build cycle. Yet, Y/Y growth was in the mid-double digits. Focusing on Logic ICs, Y/Y growth MA’s closed in on 25% last week, with the growth forming an inversion of last year’s 2Q trend. Auto hit it out of the park with another triple-digit Y/Y gain last week. DRAM and Analog & Power were close behind, NAND followed. Logic is forecast to grow 18% Y/Y in 2021 versus 10% in 2020.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather slid 1?F for the week.
    • Wafer Fab Production Levels: The effect of the sales drop was to take wafer ASPs down
    • IC Supply-Demand2 Metrics: 2Q21 closed out at Shortage levels
    • Electronics Prices Trend turned down

    The Chip Insider
    Strategy and Tactics: Government Handout? Electronic Prices: Weak or Strong? Long-Term Impact of the Chip Shortage. Who gets the blame?

    Is government aid to the semiconductor industry a handout? This is a question I keep getting asked. I do believe it is NOT a handout, given the funds are handled appropriately. Let’s see if you agree... The key to success is for government to be a catalyst for commerce, not a substitute. And the process varies. Sometimes you pay for something like a bridge or a fighter plane. Sometimes you fund it. The importance is that if the catalyst is enough to start a process of emergent behavior, business will do the rest once a fertile ground for it to take risks is there.

    Comments, Questions & Answers:
    Are Electronics Price Trends Weak or Strong? Hi Dan, Last week you wrote about electronics prices being weak, but in the Wall Street Journal wrote the opposite. What’s the difference? –There’s a big difference. It’s the difference between … What’s really interesting is the comment about component cost rises driving list prices up because it creates a supply-demand pressure front… The good news is that the semiconductor industry is not …

    Long-Term Impact of the Semiconductor Shortage? Dan, Do you think there will be long-term impacts of the Auto IC shortage? Will governments stay attentive to the importance of the semiconductor industry or will they fall back to sleep like they did after Japan’s threat subsided? Will there be a geopolitics of semiconductors? – The geopolitics of 19th Century was mostly about ... The 20th Century about ... the 21st Century would be control of the internet and semiconductor manufacturing… And all but one realized they were decades behind the game… That one was China, which saw it coming long before anyone else.

    Chip History Center
    People: Robert N. Noyce, Intel’s first CEO. Some links to learn about him: Legends, Circa 1990 - Remembering Robert Noyce. Interview with Leslie Berlin on her Biography of Bob Noyce - Segment 1 Segment 2, Robert N. Noyce: Early Career. Robert N. Noyce: The Intel Years.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices slipped this week while the market hit a fresh new yearly high.
    • Semiconductors -0.8%
    • Equipment -2.7%
    • Electronic Materials +0.0%
    • EDA +0.5%

    VLSI’s Semiconductor Stock Index slipped this week, despite strong gains from JCET, Broadcom, and STMicroelectronics. JCET was this week’s biggest winner.
    IDM -0.8%
    Foundry & OSAT -0.2%
    Fabless & Fablite -1.4%
    VLSI’s Semiconductor Equipment Stock Index fell this week with only four companies coming in above the weekly average.

    WFE -2.3%
    Test -2.7%
    Assembly -4.2%

    VLSI’s EDA Stock eked out a gain with both companies increasing.
    VLSI’s Electronics Materials Stock Index was flat with strong gains from JSR, CMC Materials, and BASF.
    Hottest Stocks: JCET, JSR, Broadcom, STMicroelectronics, CMC Materials, and BASF.

    Views: 409
    Domain: Electronics
    Category: Semiconductors

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