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    SemiWEEK: Semiconductor sales took a deep post-September dive last week; Stocks grew

      Andrea Lati
     Oct 18, 2021
    Description:

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

    Chip Market Research Services
    The industry is soaring but carries a tether of caution
    • Order activity for semiconductor equipment hovered at a hot 110 degrees
    • Equipment suppliers continue to see a very strong level of activity which is why they expect 2022 to be another solid year for them
    • VLSI’s Chip Price Performance finished the week flat
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales took a deep post-September dive last week. Though still above 2020, it was weaker than expected seasonality. Semiconductor Sales by segment were depressed as the hyper-jump off 2020’s low bar began to tail off. Still, 13-Week moving averages are in the 20-to-50% range, with Auto ICs at the top followed by DRAM, NAND, Analog & Power, and Logic. Memory and Logic remain in an upward growth trend, indicating the upturn is in place. Slowing growth for Auto and Analog & Power is the morning hangover after the shortage. IC sales will close the year out close to $0.5T and Logic $¼T.
    The IC weather warmed 1?F last week. VLSI’s IC Supply/Demand indices held at Tight last week with NAND & More-than-Moore Foundry improving a notch. There were slight improvements in DRAM and More-Moore Foundry, with no change in IDM and Analog & Power. OSAT and Auto were weaker. The 3Q21 Supply/Demand NowCast closed out in Balanced conditions.

    Electronics’ Retail Prices continue to bottom.

    Strategy and Tactics: Downturn Warning Signs. Excessive CapEx Exuberance.

    Summaries:
    Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.

    What’s Happening and What’s the Meaning: SIA Webinar: Unprecedented Challenges, Historic Opportunities: The State of the U.S. Semiconductor Industry. It includes talks from the SIA’s Falan Yinug, John Pitzer of Credit Suisse, Dan Hutcheson of VLSI Research, and Dale Ford of the Electronic Components Industry Association.

    The Chip History Center: Why the Giant Computer Companies were Gobbled Up: It was Moore’s Law. The advent of VLSI levels of integration ... Intel: It wasn't always easy: Most assume it has always been paint by the numbers for Intel … Maxims reloaded — Needs and benefits always win out over wants and features.
    ChipChirps™ — VLSI's Semiconductor Analytics report and more. YMTC tall NAND, Analog & Power Markets, and Tax hikes slowing semi stocks. 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
    People: In the early 2000s, a visionary team began to develop the first functional wafer fab AI decision making system under the leadership of one of the industry’s greatest manufacturing legends, Gary Heerssen. The team’s lineage was from TI’s and IBM’s fully automated fabs built in the seventies and eighties. They took the lessons they learned there to build a system that would enable them to compete against companies with five times their resources. The system they built was composed of 3 parts: advanced process control, integrated production scheduling, and yield management systems to keep a fab operating efficiently. Here are some video conversations about what they accomplished and where they were going:

    Originally taped in 2004, Thomas Sonderman discusses Automated Precision Manufacturing and how it allows a company to compete effectively in the semiconductor industry. The interview covers the IT needs in semiconductor manufacturing.
    Dick Deininger discusses Advanced Process Control technology in wafer fabs in this 2003 interview series. He also expands on how their partnership with IBM was helping them compete more effectively: Dick Deininger on Advanced Process Control Where is APC used?
    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices grew this week along with the market as inflation data topped expectations.
    • Semiconductors +1.0%
    • Equipment +2.2%
    • Electronic Materials +3.8%
    • EDA +4.4%

    VLSI’s Semiconductor Stock Index was led up by Panasonic, followed by Xilinx and AMD; claiming three of the top six stocks for the week.
    IDM -0.2%
    Foundry & OSAT -0.7%
    Fabless & Fablite +2.2%
    VLSI’s Semiconductor Equipment Stock Index was led up by ASML, which was this week’s biggest winner. ASM International also had a strong week.

    WFE +4.1%
    Test +1.7%
    Assembly -3.2%

    VLSI’s EDA Stock jumped this week.
    VLSI’s Electronics Materials Stock Index was led up by Tokyo Ohka, while all stocks outperformed the weekly average of 1.8%.
    Hottest Stocks: ASML, Panasonic, Xilinx, AMD, ASM International, and Tokyo Ohka.

    Views: 574
    Domain: Electronics
    Category: Semiconductors


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