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    SemiWEEK: Process Control and Optimization; Stocks grew

      Andrea Lati
     Nov 1, 2021
    Description:

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

    Chip Market Research Services
    Order activity is straight and level
    • Order activity for semiconductor equipment eked out a slight gain last week
    • With lead times for semiconductor equipment stretching well into 2022, equipment manufacturers are feeling increasingly optimistic about next year
    • VLSI’s Chip Price Performance extended its decline
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales turned up in a normal seasonal run to end the quarter, while the IC weather cooled 1?F last week. Sales for all segments have been on fire since March. But CAGRs are nose-bleed high. Semiconductor Sales growth continues to slow due more to 2020 comps 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. They continued at high rates last week, while Logic, Auto, and Analog & Power slowed.
    VLSI’s IC Supply/Demand indices held at Tight last week with More-than-Moore Foundry tightening up a notch. There were slight improvements in DRAM, Foundry, OSAT, Auto, and Analog & Power.
    Electronics’ Retail Prices are starting to rise again.

    Strategy and Tactics: Process Control and Optimization.

    Summaries:
    Applied Materials’ Master Class on Process Control and Optimization: This was the latest of Applied’s series intended to update investors on the nitty-gritty details of modern semiconductor technology, while showing why Applied is leading. Process control and optimization is certainly an area often misunderstood, even though it accounted for over $7.6B in 2020, or about 12% of the WFE market. The classical way to think of WFE is in the value it brings. But process control tools don’t add value, they assure value… Applied Materials’ believes we are at the precipice of a new technology inflection point with regard to overlay inspection and I think they may have this right. Overlay inspection hasn’t changed much in decades. Huge overlay targets are still put in the streets between the die… It’s amazing they work at all when the best lithography tools can achieve overlay specs inside a few hundred picometers – a scale difference of more than 10,000X …We got comfortable with this because lithography stalled for over a decade. EUV has now broken a log jam and, as a result, new problems are showing up. So, it’s back to the future as lithography moves into EUV-era... Enter Applied Material’s new ProVision 3E™ …

    The Chip History Center: Maxims reloaded — Tech Business Structure: Operations, account management, corporate marketing, and product marketing & development are worthless without… There should be two distinct groups for marketing in a Tech company… Product marketing and development should be close enough to account management and corporate marketing to…Marketing should establish the customer’s problem before product development starts and engineering should develop…
    ChipChirps™ — VLSI's Semiconductor Analytics report: Semiconductor sales turned up in a normal seasonal run to the end of the quarter. Semiconductor Sales growth continued to be high for DRAM… semiStocks: Thursday: Thursday was another good day for semiconductor stocks, which finished 0.2% ahead of the S&P. Advantest took ATE to the top with a 7% gain and strong showing by… semiStocks mid-week: Mon kicked off with SKYT's 12% gain taking foundries to the top. Assembly was led to 2nd place by KLIC, with TER taking Test to 3rd. IDMs were pulled down by memory. Every group grew Tues as KLIC & ASM-PT took Assy Eq to the top…

    Chip History Center
    ASML - PAS 2000 Wafer Stepper: Virtually everyone seemed to be entering the semiconductor capital equipment business in the early eighties. Entourages were continuously scouting opportunities in Silicon Valley. Thus, it came as no great surprise when the Dutch Government teamed up with Phillips and ASM to enter the stepper market under the Philips name. Their first product soon followed—the Sire 3. But the triumvirate was not to last; Philips soon begged out and a fourth company was born: ASM Lithography or ASML as it was to become known.
    The outcome was introduction of the ASML PAS 2000 Wafer Stepper, which would launch the company onto a stellar path. But it was not easy, as you can find out here.

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices grew this week along with the market which hit a new yearly high, along with the EDA Stock Index..
    • Semiconductors +2.5%
    • Equipment +5.0%
    • Electronic Materials +2.6%
    • EDA +3.8%

    VLSI’s Semiconductor Stock Index was led up by Silicon Laboratories after better than expected earnings for the quarter, MaxLinear and NVIDIA also had a strong week.
    IDM +1.4%
    Foundry & OSAT +1.1%
    Fabless & Fablite +4.3%
    VLSI’s Semiconductor Equipment Stock Index was led up by Teradyne buoyed by their strong earnings report. BESI was another top performer this week after announcing their earnings as well.

    WFE +4.0%
    Test +9.5%
    Assembly +4.3%

    VLSI’s EDA Stock jumped this week.
    VLSI’s Electronics Materials Stock Index was led up by SOITEC once again.
    Hottest Stocks: Silicon Laboratories, MaxLinear, Teradyne, NVIDIA, BESI, and SOITEC.

    Views: 546
    Domain: Electronics
    Category: Semiconductors


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