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    SemiWEEK: Sustainable Mobility; Stocks jumped

      Andrea Lati
     Dec 10, 2021
    Description:

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

    Chip Market Research Services
    Order activity is up and the visibility clear
    • There was no discernable change in the order activity for semiconductor equipment last week with temperatures hovering at a hot 112 degrees
    • These levels of activity point to a strong year ahead for equipment suppliers
    • VLSI’s Chip Price Performance continued to improve
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales were flat W/W while Y/Y growth slipped to 9%, as normal holiday slowing became a factor. The IC weather change was 0?F last week. Focusing on Analog & Power this week, MAs of Y/Y growth have been slowing since peaking in July. They are still above 20%, with sales well above 2020 since the start of the year. Last week, all sectors slowed, with Logic’s Y/Y MA growth dipping below 20%. DRAM remains highest, followed by Auto ICs, NAND, A&P, and Logic.
    Semiconductor Sales growth continues to decelerate. Still it’s been a hot year for sales and will pass $0.5T this year.
    VLSI’s IC Supply/Demand indices were mixed again, with DRAM moving up from Balanced to Tight. Meanwhile More-than-Moore Foundry supply conditions eased again to Balanced. There was slight tightening for IDM and Auto IC, while NAND held. More-than-Moore Foundry, OSAT, and Analog & Power loosened slightly.
    Electronics’ Retail Prices are rising sharply into the holidays.

    Strategy and Tactics: Sustainable Mobility

    Summaries:
    Sustainable Mobility: This was the key word at the MOVE e-Mobility auto technology conference in London. ‘Auto’ is a dirty word in this crowd. I learned that Auto execs increasingly prefer to refer to their industry as ‘sustainable mobility.’ This is more than simple green-washing, as the show floor was overrun with electric scooter companies, which actually make more sense in Europe’s tightly-packed cities than they do in California, where start-ups like Lime pioneered electric-scooter mobility solutions in 2017.

    The show floor also revealed an industry that was being disintegrated by electrification. The ICE business model was always dependent on … Proof can be seen in Tesla being the first truly successful company to disrupt the ICE giants’ hegemony over mobility. But you already know this. What was so eye opening to me was … My proof points are that if batteries were a primal differentiator then …

    Reliability: A hidden Auto Industry Disruptor. How using consumer grade chips could have a significant ripple effect on semiconductors…

    Hydrogen Fuel Cells: Don’t write them off…

    Dan’s China Strategy Book Shelf: We have been Harmonized by Kai Strittmatter is an interesting look at the most masterful control of a population in history by blending AI, cloud, sensors, and smart city technology advances.

    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.

    “Intelligence is quickness in seeing things as they are”
    — George Santayana

    Chip History Center
    Texas-California battle over the IC invention: The Integrated Circuit was first implemented on August 28, 1958 by Jack Kilby as a heterogeneous IC made up of individual transistors wire-bonded together. Almost 4 months later, to the day, Robert Noyce described a planar IC with lithographically patterned metal interconnect. The two patents were different enough for Texas Instruments and Fairchild Semiconductor to go to war in a courtroom over who really invented it. In this video, Dan Hutcheson has a conversation about the Texas-California battle for who really invented the IC with Wally Rhines who knows it very well, having worked for 21 years at TI, in numerous semiconductor executive management positions.

    Jack Kilby on the IC invention: The historic video of Jack Kilby’s Nobel Prize acceptance speech on the invention of the Integrated Circuit on 28 August 1958. Also of interest for researchers are links to: Turning Potential into Realities: The Invention of the Integrated Circuit, The Chip that Jack Built, The Jack Kilby papers, Who Invented the IC?

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices jumped while the S&P 500 hit a fresh new high for the year. Investors are banking on inflation stabilizing in the next year.
    • Semiconductors +1.6%
    • Equipment +2.6%
    • Electronic Materials +3.0%
    • EDA +4.0%

    VLSI’s Semiconductor Stock Index was led up by Broadcom as they released their record fourth-quarter earnings and their guidance for next quarter beat all expectations. MaxLinear and Skyworks also had a hot week.
    IDM +2.3%
    Foundry & OSAT -3.3%
    Fabless & Fablite +3.0%
    VLSI’s Semiconductor Equipment Stock Index was led up by Kulicke & Soffa and Lam Research. Only three equipment companies were down this week.

    WFE +1.9%
    Test +4.1%
    Assembly +4.2%

    VLSI’s EDA Stock was led up by Synopsys though all companies finished above the weekly average.
    VLSI’s Electronics Materials Stock Index was led up by CMC Materials.
    Hottest Stocks: Broadcom, Kulicke & Soffa, MaxLinear, CMC Materials, Skyworks, and Lam Research.

    Views: 403
    Domain: Electronics
    Category: Semiconductors


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