2020 Semiconductor Stock Review, 4Q20 Auto IC Sales, IEDM 2020
The Chip Insider®
January 8, 2021 — Strategy and Tactics: 2020 Review, 4Q20 Auto IC sales, IEDM Highlights.
WildPhotons: If we can create the future in ...
G. Dan Hutcheson
2020 Semiconductor Stock Review:
What a year! The average Semiconductor Stock rose 44% last year. The best of VLSI's indices grew 90%. The worst was still up 21%. One Stock soared more than 200% and four rose more than 90%. If you ever wondered when was the best time to buy into these companies, a lesson could be that 2020 was not as good as the average gain of 66% in 2019 — a down year for the industry. The stock market appears to have learned from the decades-long history of the Silicon Cycle that it's hard to lose when the industry is down, as the two-year gain for VLSI's equipment index was up 165% and semiconductors gained 138%. The best sectors were Test Equipment +253%, Foundry & OSAT +240%, and EDA +213%. Following these were Wafer Fab Equipment +163%, Fabless/lite +121%, IDM +95%, Assembly Equipment +93%, and Electronic Materials +75%.
4Q20 Auto IC sales
reached $6.2 B and were up 30% sequentially and 11% y/y. 4Q20 was the first quarter that Auto IC sales were above 2019 levels.
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