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    SemiWEEK: Samsung’s Strategy Shift and Why we climb exponentials; Stocks increased

      Andrea Lati
     Oct 25, 2021
    Description:

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

    Chip Market Research Services
    Calmly building next year's nest
    • There was no discernable change in the order activity for semiconductor equipment, which held steady at a hot 110 degrees
    • Memory activity slipped by another point but the decline was offset by SOC Mobile, which jumped higher
    • VLSI’s Chip Price Performance resumed its decline
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales turned up in a normal seasonal run to the end of the quarter. The IC weather warmed 0?F last week. Semiconductor Sales growth continues to slow due more to 2020 comps than a real decline. This can be seen with sales indexed to the mid-Dec 2018 peak. Sales for all segments have been up and to the right since March. But CAGRs from this peak are really abnormally high.
    VLSI’s IC Supply/Demand indices held at Tight last week with OSAT dropping a notch and More than Moore Foundry falling two. DRAM, More Moore, and Analog & Power weakened, while NAND, IDM, & Auto ICs were stronger.
    Semiconductor Sales growth continued to be high for DRAM, which is still recovering from the glut in 2019. While growth is high, sales volumes are still below December 2018 peak sales which is why we expect growth to continue to be strong in 2022.
    Electronics’ Retail Prices are starting to rise again.

    Strategy and Tactics: Samsung’s Strategy Shift and Why we climb exponentials.

    Summaries:
    Samsung’s Shift in Strategic Positioning of its Foundry group: This month was treated with SFF, or the 2021 Samsung Foundry Forum. As expected, it was a technology tour de force. What was unexpected was a fundamental shift in strategic positioning. It is a shift that is very uncharacteristic of Samsung… From a technology perspective, Samsung has tended to approach foundry marketing from single vector, such as being the first to bring EUV to leading-edge process technology offerings (for 7nm at SFF in 1Q16) and GAA transistor structures (Gate All Around, 2Q17). Typically, Samsung is the first to show them on a public roadmap and then first introduce them as a key part of a new product offering, leaving it to others to announce similar ‘firsts’ later with keyword qualifiers. This year’s first is that Samsung will move its 3-nano class GAA MBCFET™ to production in 2022…

    Maxim: Exponentials are ever-harder to climb and even harder to get off. But the gains create giants. It is a mathematical principle that an exponential gets ever steeper as it progresses … as Gordon Moore put it so well, “No exponential is forever … but it can be delayed.”

    This may be why Andy Grove concluded, “only the paranoid survive.”
    Yet unlike mountains, which are climbed because they are there, great technologists climb exponentials because they are so difficult no one has ever climbed them before. One such great is Martin van den Brink. Once considering ASML’s amazing history of accomplishments, Martin noted …

    ChipChirps™ — VLSI's Semiconductor Analytics report and more. ChipChirps are short notifications from VLSI’s analysts to alert clients about breaking news and events. They are exclusively available on VLSI’s App for Android and iOS.

    Chip History Center
    Organizations: Inside Intel’s Microprocessor’s covers a pictorial and spec history from their first, the 4004, through their Centrino™ P4 with Hyper treading. Along the way, it takes you from transistor counts of 2300 and CDs of 10000nm in 1971 to 77 million transistors at true half-pitch linewidths of 130nm.
    How the SIA got started is a video interview with the legendary Wilf Corrigan who was there when this soon-to-be-great organization got started. He Wilf offers the firsthand account of someone who was literally at table for the founding of the Semiconductor Industry Association. Find out why it got started, how it got started, what they hoped to accomplish, and what they did accomplish. Here you had a
    group of super-competitive entre-preneurs going to Washington for help against unfair trade pract-
    ices. Did they ask for a handout like most industry's? Find out the SIA’s unique approach to the prob-
    lem and how it was instrumental in keeping America’s Semicon-ductor industry competitive.

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices increased this week as the start to earnings season offset inflation fears with the market hitting a new yearly high.
    • Semiconductors +1.5%
    • Equipment +3.0%
    • Electronic Materials +0.8%
    • EDA +6.0%

    VLSI’s Semiconductor Stock Index was led up by SkyWater Technology, who was this week’s biggest winner. MaxLinear and MediaTek were also top performers this week.
    IDM +0.5%
    Foundry & OSAT +2.0%
    Fabless & Fablite +2.6%
    VLSI’s Semiconductor Equipment Stock Index was led up by Assembly stocks this week. Soaring +8.0% by strong gains from Kulicke & Soffa, BESI, and ASM Pacific Technology.

    WFE +1.8%
    Test +1.8%
    Assembly +8.0%

    VLSI’s EDA Stock soared this week.
    VLSI’s Electronics Materials Stock Index was led up by SOITEC.
    Hottest Stocks: SkyWater Technology, SOITEC, Kulicke & Soffa, MaxLinear, MediaTek, and BESI.

    Views: 392
    Domain: Electronics
    Category: Semiconductors


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