Certify Alexametrics gif
    Go to # of 26 slideshow
    loading

    SemiWEEK: Order activity for semiconductor equipment hit a new high for the year; Stocks grew

      Andrea Lati
     Nov 15, 2021
    Description:

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

    Chip Market Research Services
    Visibility is clear well into 2022
    • Order activity for semiconductor equipment hit a new high for the year
    • All segments edged higher except for Memory
    • Visibility for equipment manufacturers has expanded well into 2022
    • VLSI’s Chip Price Performance continued to trend lower
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales jumped 5% W/W while Y/Y growth rebounded to 17%. The IC weather warmed nearly 2?F last week. Sales for all segments have been on fire since March. But CAGRs are nose-bleed high. Growth continued to slow due to tougher 2020 comps rather than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!
    Peak growth rates, due to the COVID recovery tsunami, are starting to abate and should hunt native rates of 6-9%/yr. Our models show 2022 should be slightly higher than this. In 2021, DRAM results consistently beat our neural nets, while NAND underperformed. 13-Week MA for DRAM and NAND remain at peak levels while those for Logic, A&P, and Auto are rolling over.
    VLSI’s IC Supply/Demand indices held at Tight last week with Analog & Power jumping from Tight to Shortage. The other segments remained unchanged from the previous week.
    Electronics’ Retail Prices remain on an uptrend buoyed by Notebooks and Consumer

    Strategy and Tactics: Intel’s Foundry Strategy for Growth & IDM 2.0: What’s different?

    Summaries:
    Why Foundry is the best growth strategy for lntel: Many find Pat Gelsinger’s foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected. Still, I find Pat’s foundry strategy a straightforward answer to Intel’s growth constraint of being trapped in is dominance of PC processors and the data center… Intel’s moats in these spaces have become about as threatening to competitors as Hadrian’s Wall was to barbarians. They can go after market adjacencies like mobile or GPUs, but then they face competitors like Qualcomm and Nvidia who have huge IP moats against an Intel with few core strengths. The negative image of Intel’s moats in the game of semiconductor Wei Chi reveals that it’s Intel who is surrounded. Pat understands this and wants to break out…
    IDM 2.0: What’s different about it? … One word! I got a chance to ask Pat Gelsinger what’s different about IDM 2.0 from IDM 1.0. After all, on the surface IDM 2.0 is not perceivably different from Intel 1.7, under its seventh CEO in three ways: 1) Intel 1.7 designed and made its own chips, 2) it offered foundry services, and 3) it had been offloading mature chip designs to foundries for decades under strategy developed by Jerry Parker to control capital expenditures. Pat mentioned all 3, with the difference that it’s foundry would no longer have to come to the fight with its hands tied behind its back. More importantly he added a critical word... This difference is existentially critical because it means … TSMC’s yield learning is … the rate of Intel’s…

    Chip History Center
    People: Lithography Panel 2004: When immersion lithography was still in R&D and about to burst out into production. The four historic video interviews from Halloween 2004 cover what the leading lithography suppliers were thinking at the time and what results they were getting from early prototype tools coming to market. We always held it near Halloween because lithography barriers were indeed the scariest for the industry.

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices grew to new yearly highs this week while the S&P 500 slipped.
    • Semiconductors +1.5%
    • Equipment +0.4%
    • Electronic Materials +0.5%
    • EDA +1.9%

    VLSI’s Semiconductor Stock Index claimed all six of the top stock performers this week. AMD led the pack after better than expected 3Q21 results. Western Digital, Xilinx, Micron, ASE, and UMC are the other top performers for the week.
    IDM +1.8%
    Foundry & OSAT -0.6%
    Fabless & Fablite +1.4%
    VLSI’s Semiconductor Equipment Stock Index eked out a gain and was led up by ASM Pacific Technology. Stocks were mixed with only five companies performing better than the weekly average.

    WFE -0.2%
    Test -0.8%
    Assembly +2.2%

    VLSI’s EDA Stock jumped this week.
    VLSI’s Electronics Materials Stock Index was led up by CMC Materials.
    Hottest Stocks: AMD, Western Digital, Xilinx, Micron, ASE, and UMC.

    Views: 593
    Domain: Electronics
    Category: Semiconductors


    You may like this also: