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    SemiWEEK: Nidec SV TCL dedicated partner to customers; Intel buying GF. $110B chip shortage cost; Stocks jumped

      Andrea Lati
     Jul 26, 2021
    Description:

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

    Customer Satisfaction Survey
    White Paper: Nidec SV TCL dedicated partner to customers

    Chip Market Research Services
    On the top of the world
    • Order activity for semiconductor equipment held steady at a scorching 107 degrees
    • 2021 is also turning out to be a great year for chipmakers with sales tracking above expectations
    • VLSI’s Chip Price Performance extended its decline
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor 2Q21 weekly sales peaked at over $10B on 25 Jun, almost beating the 2Q18 peak. Last week’s sales were 20% above 2020’s. Focusing on Auto ICs, the last week of June hit a record at levels 20% above past peaks. Auto ICs are expected to finish out 2021 with 30% growth. With semiconductor sales closing in on $600B. Y/Y Auto IC growth MA’s was at mesospheric heights of 80% last week.
    Semi Market results from last week:
    • Semiconductor Weather1 Report: The IC weather broadly slid 1?F for the week.
    • Wafer Fab Production Levels: slipped.
    • IC Supply-Demand2 Metrics: Tight conditions held for the 11th week.
    • Electronics Prices reversed on smartphone weakness.

    The Chip Insider
    Strategy and Tactics: Intel buying GF. $110B chip shortage cost.

    Rumors of Intel buying GLOBALFOUNDRIES: The chatter has exploded across the industry about this ever since the Wall Street Journal published it yesterday afternoon. I’m even getting emails from retirees about it. Intel’s stock was up sharply after the open this morning, while other key chip stocks were flat to down. Intel was still above a 7-day low set last Friday, at this writing, versus AMD, which set a low today. So, investors appeared to take the news in a positive light. Here’s why: First of all, this is a no-brainer for anyone who thinks strategically about the semiconductor chess-board. So much so, that we’ve felt obliged to lay low in our views to not upset the apple cart. Actually, Risto first mentioned it was the obvious next strategic move for Intel within a day of Gelsinger doubling down on manufacturing and foundry. When Pat did that, his legacy became critically dependent on turning around a multi-decade failure by Intel to make a significant break into the foundry market that started with Andy Grove. Buying GF would solve some critical barriers to his success … Having a viable sales and marketing business front end that eats, sleeps, and drinks the foundry business… With technology competitive core-competency up-shifting from monolithic nano-scaling to heterogeneous polylithic scaling, chip companies will no longer be able to compete going forward by being solely focused on making a single-chip leading-edge solution…

    $110B: Chip shortage revenue cost to auto makers, says AlixPartners: This provides a great example of the downstream impact of mismanaging the chip supply chain. At the bottom of 2020’s Auto IC market in May, chip purchases were … below September 2019’s peak. They did not return to that peak until November of 2020. A simple ratio tells you the downstream cost the Auto Industry $144 for every dollar saved. This was arguably the worst supply-chain management blunder in history. But life isn’t always that simple...


    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.
    Semiconductor Stocks
    VLSI's Semiconductor Stock Indices jumped this week while the market hit a fresh new high for the year.
    • Semiconductors +1.7%
    • Equipment +4.6%
    • Electronic Materials +0.5%
    • EDA +4.5%

    VLSI’s Semiconductor Stock Index was led up by NVIDIA, which had a 4 to 1 stock split this week, followed by AMD and Xilinx.
    IDM +0.1%
    Foundry & OSAT +0.2%
    Fabless & Fablite +3.0%
    VLSI’s Semiconductor Equipment Stock Index had a hot week claiming five of the top six performers for the week which were KLA, ASML, Lam Research, Applied Materials, and Kulicke & Soffa.

    WFE +5.8%
    Test +4.5%
    Assembly +2.1%

    VLSI’s EDA Stock was led up by Cadence.
    VLSI’s Electronics Materials Stock Index was led up by SOITEC.
    Hottest Stocks: KLA, ASML, Lam Research, Applied Materials, Kulicke & Soffa, and NVIDIA.

    Views: 678
    Domain: Electronics
    Category: Semiconductors


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