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    SemiWEEK: SEMI ITPC; Stocks fell

      Andrea Lati
     Nov 24, 2021
    Description:

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

    Chip Market Research Services
    Thanksgiving delivers a beautiful closing to 2021
    • Order activity for semiconductor equipment continued to rise, hitting a sizzling 112 degrees
    • Equipment suppliers are ending the year on a very strong footing
    • VLSI’s Chip Price Performance continued to decline at a slower rate
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales rose 4% W/W last week while Y/Y growth cooled to 9%. The IC weather warmed another 1?F last week.
    The industry is in its normal end-of-year holiday blackhole. Semiconductor Sales growth continues to decelerate due to tougher comps to 2020 lows rather than a real decline. COVID plus the 2019 slow downturn, means there was plenty of catchup needed. So sales for all segments have been up and to the right since March of 2021.
    Focusing on NAND this week, MAs of Y/Y growth have been rising since mid-Aug and are now over 30%. Last week, DRAM continued to be the hottest sector, as Auto IC Y/Y MA growth continued to cool. Logic and Analog & Power were in the COVID slow-zone with growth in the +20% range.
    VLSI’s IC Supply/Demand indices held at Tight last week with no major changes. NAND and Analog & Power were tighter. Auto was unchanged. While DRAM, More-Moore Foundry, More-than-Moore Foundry, and OSAT were looser.
    Electronics’ Retail Prices are rising into the holidays.

    Strategy and Tactics: SEMI ITPC

    Summaries:
    SEMI ITPC was an affirmation of the importance of our industry by executives who chose to overcome all the barriers set by the continued COVID pandemic. I really have to thank SEMI for pulling it off and Ajit Manocha for overcoming all the calls to surrender to COVID and call it off. The three days were way too packed to cover it all, so here are some of the critical highlights. The biggest question centered on the current boom: is it just a return to the classic silicon cycle as some believe or is it a longer-term growth bump due to the impact of COVID on accelerating the digital economy. While I worry it’s the former, I believe it’s the latter due to the explosive growth in data. As Seok-Hee Lee, CEO of SK Hynix, pointed out… If you like realism, Roawen Chen, COO of Qualcomm, gave one of the most down-to-earth, no-holds-barred talks I’ve heard in a long time. He demonstrated … Mukesh Khare, VP of Hybrid Cloud at IBM Research, pointed to the power of exponential progress from the…

    Mark your calendars: VLSIresearch will be performing annual maintenance December 17th through the 31st. During that time our web site may be shut down and we will not be uploading or shipping any updates.

    Chip History Center
    Time Line: Teradyne J259 IC Test System: This was the first truly computer-controlled IC test system. Introduced in 1966 it sported a DEC mini-computer. With a paper-tape reader and teletype as I/O it went for the astounding price of $58,500. It was a runaway best seller and established Teradyne’s position as a leader in the emergent IC testing market following a long-time leadership position in discrete testing. Click on the link to find the true story behind the curious naming of the J259.

    People: The Rise of ASML: Martin van den Brink, employee number 1 at ASML, describes what was like to take on lithography’s giants and win in this 2006 interview. At the time ASML was at the forefront of the productivity revolution and Europe’s Hi-Tech turnaround. Find out what the
    critical decisions were and how they were made as this once small company, from a small country
    below sea level, climbed the highest peaks of Hi-Tech....

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices slipped this week while the S&P 500 eked out a slight gain, hitting a new yearly high.
    • Semiconductors -0.6%
    • Equipment -1.6%
    • Electronic Materials -2.8%
    • EDA -2.7%

    VLSI’s Semiconductor Stock Index slipped this week despite claiming five of the top six stocks. Top performers were GLOBALFOUNDRIES, SK hynix, Western Digital, JCET, and Samsung Electronics.
    IDM +2.5%
    Foundry & OSAT -0.2%
    Fabless & Fablite -1.5%
    VLSI’s Semiconductor Equipment Stock Index decreased this week, Kulicke & Soffa bucked the trend and came out on top.

    WFE -1.3%
    Test -0.8%
    Assembly -2.2%

    VLSI’s EDA Stock fell this week.
    VLSI’s Electronics Materials Stock Index fell this week, DNP was the only one that was able to eke out a gain.
    Hottest Stocks: GLOBALFOUNDRIES, SK hynix, Western Digital, Kulicke & Soffa, JCET, and Samsung Electronics.

    Views: 270
    Domain: Electronics
    Category: Semiconductors


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