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SemiWEEK: System Level Test and how it’s an ATE revolution

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SemiWEEK: System Level Test and how it’s an ATE revolution

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  1. Semiconductor WEEK: July 24, 2020 An overview of results and conclusions from recent reports at VLSI Chip Market Research Services Flying high into 2H20 • Order activity for semiconductor equipment surged by more than two points, hitting a new high for the year • IC Inventory Levels Semiconductor Analytics Semi Market results from last week: Semiconductor sales were up more than 10% last week, compared to the same week a year ago Semiconductor Sales Nowcast: 3Q20/3Q19 3Q20 rose to +12% – Semiconductor Weather1Report: Heated up to Warm – IC Supply-Demand2Metrics: Tight – Electronics Price Trend: Declining Overall Semi Sales Status Trend: Peaked: Mar 18 Cold with Dark Clouds: Sep 18 Freezing: Nov 18 Frozen: Jan 19 Freezing: Mar 19 Cold: May 19 Cool: July 19 Temperate: Oct 19 Sunny: Nov 19 Warm: Dec 19 Flu Chills: Feb 28 WAHE Spring: Mar 25 WAHE Sputters: Jun 5 Customer Satisfaction Survey White Paper: KOKUSAI ELECTRIC secures triple crown win Chip History Center ASML - PAS 2000 Wafer Stepper: Virtually everyone seemed to be entering the semiconductor capital equipment business in the early eighties. Thus, it came as no great surprise when the Dutch Government teamed up with Phillips and ASM to enter the stepper market under the Philips name The Chip Insider Strategy and Tactics: System Level Test and how it’s an ATE revolution. Semiconductor Stocks • Semiconductor Stock Index was led up 0.8% by AMD • Semiconductor Equipment Stock Index slipped 0.5%, ASM Pacific Technology came out on top • EDA Stock Index was led up 0.4% by Cadence • Electronics Materials Stock Index was led up 2.4% by Cabot Microelectronics • Hottest Stocks: AMD, UMC, TSMC, MediaTek, ASM Pacific Technology, and Cabot Microelectronics VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  2. secures a triple crown win VLSIresearch Customer Satisfaction Survey 2020 Click for White Paper VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  3. KOKUSAI ELECTRIC is awarded 10 BEST and THE BEST awards Customers award KOKUSAI ELECTRIC with 4 VLSI Stars in 10 BEST Large Suppliers of Chip Making Equipment – increases 60 basis points to 8.35 89% of customers said they will return to KOKUSAI ELECTRIC for their equipment needs – 7% improvement from last year • Receives RANKED 1staward in Deposition Equipment • KOKUSAI ELECTRIC’s strong customer satisfaction is based on its world-class thin-film deposition technology • • Click for White Paper VLSIresearch … intelligence to make better decisions faster 3 Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  4. How Customers Perceive KOKUSAI ELECTRIC Improves ratings in 12 rating categories – recommend supplier and quality of results by 100 basis points – application support and support after sales by 90 basis points – partnering and uptime by 80 basis points Achieves highest score of all THE BEST WFE to Foundation Chip Makers in uptime Highest scores* – support after sales – recommend supplier – partnering – product performance – quality of results – uptime • • • *Listed in order of rating Click for White Paper VLSIresearch … intelligence to make better decisions faster 4 Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  5. The Chip Insider®'s Graphics File July 2020 Flying high into 2H20 Order activity for semiconductor equipment surged by more than two points, hitting a new high for the year All segments jumped higher with SOC Mobile and Memory recording the biggest gains Despite the growing macro uncertainties, the visibility for chipmakers and equipment suppliers is improving through Q4 IC sales forecast has been upgraded to +6% from +2% on the back of stronger than expected demand and improved pricing IC units were also upgraded to +2% Equipment and Electronics forecasts remained unchanged at +7% and -5%, respectively VLSI’s Chip Price Performance Index fell again, but at a slow rate • • • • • • • This issue contains the latest forecast. VLSIresearch … intelligence to make better decisions faster Call us to access more details Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  6. The Chip Insider®Graphics IC Inventory Levels: – IC Inventories are rising IC Inventory Levels: chart gives rolling averages for semiconductor integrated circuit inventories held at OEMs, in Die Banks, and the total Inventory-to-Billing Ratio VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  7. VLSI's Current Forecast Forecast as of July 2020: Semi Equipment ($B): Sequential Change Capacity Utilization: ICs ($B): Sequential Change IC Units (BU): Sequential Change Electronics ($B) : Sequential Change Severe COVID-19 impact in 2H20, recovery 2021 Forecast as of July 2020: Semi Equipment ($B): Sequential Change ICs ($B): Sequential Change IC Units (BU): Sequential Change Electronics ($B) : Sequential Change 2021 88.7 $ 7.2% 91.7% 405.1 $ 8.6% 328.4 6.8% 2,197 $ 8.8% 2019 77.0 $ -8.0% 84.6% 352.3 $ -13.4% 299.4 -6.0% 2,122 $ -2.0% 2020 82.7 $ 7.3% 89.2% 373.1 $ 5.9% 307.4 2.7% 2,020 $ -4.8% 2021 88.7 $ 24.6% 405.1 $ 16.7% 328.4 14.7% 2,197 $ 16.5% 2019 77.0 $ -8.0% 352.3 $ -13.4% 299.4 -6.0% 2,122 $ -2.0% 2020 71.2 $ -7.6% 347.1 $ -1.5% 286.3 -4.4% 1,885 $ -11.2% VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  8. Semiconductor Analytics Last Week in the Semiconductor Market: Semiconductor sales were up more than 10% last week, compared to the same week a year ago, as the weather continued to heat up. The DRAM market has formed a strong upward channel since bottoming early this year. Semiconductor Supply-Demand moved to Balanced. W/W: Week-over-Week sequential growth W/Q: Week-over-Quarter W/Y: Week-over-Year Semiconductor Sales Nowcast: 3Q20/3Q19 3Q20 rose to +12% Semiconductor Weather1Report: 81˚ F Heated up to Warm IC Supply-Demand2Metrics: Tight NAND eased Thank you for supporting us through this last issue of 2018. Semiconductor Analytics will return January . Electronics Pricing Trend: Declining Overall Semi Sales Status Trend: Peaked: Mar 18 Cold with Dark Clouds: Sep 18 Freezing: Nov 18 Frozen: Jan 19 Freezing: Mar 19 Cold: May 19 Cool: July 19 Temperate: Oct 19 Sunny: Nov 19 Warm: Dec 19 Flu Chills: Feb 28 WAHE Spring: Mar 25 WAHE Sputters: Jun 5 1: Measures Order Activity 2: Measures Pricing Power VLSIresearch … intelligence to make better decisions faster 8 Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  9. 2020 Semiconductor Market Drivers Integrated Circuit sales are strengthening going into the second half: • Certainties: – Coronavirus Pandemic infected economies – Governments ending economic defibrillation by tightening up the money supply – World’s Economy saved by Semiconductors • WAHE (Work-At-Home Economy) to have 3 Phases – 5/7nm demand ramps • Uncertainties: – Coronavirus resurgence – U.S.-China Trade War – China-India Tensions – 2020 Elections in U.S. VLSIresearch … intelligence to make better decisions faster 9 Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  10. The Chip Insider® Strategy & Tactics Strategy and Tactics: System Level Test and how it’s an ATE revolution. Summaries: System Level Test and how it’s an ATE revolution: Advantest had an eye-opening session on SLT last month and it led me to think it may well be the next major revolution in test equipment. System Level Test has evolved for decades on the periphery of semiconductor test between device makers and system makers. The essential argument is test is becoming a more important enabler going forward versus its decades-long position as a cost center to be pushed down. What’s changed is the increasing complexity of SOCs and SiPs, the introduction of advanced packaging, chiplets, and High-Bandwidth Memory on a horizontal vector. There’s also a vertical reach from the depths of semiconductor manufacturing to the heights of the hyper-verticals that makes test a new value enabler for customers. “I've always been more interested in the future than in the past” — Grace Hopper Contact us to get the full report and more VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  11. www.chiphistory.org ASML - PAS 2000 Wafer Stepper: Virtually everyone seemed to be entering the semiconductor capital equipment business in the early eighties. Entourages were continuously scouting opportunities in Silicon Valley. Thus, it came as no great surprise when the Dutch Government teamed up with Phillips and ASM to enter the stepper market under the Philips name. Their first product soon followed—the Sire 3. But the triumvirate was not to last; Philips soon begged out and a fourth company was born: ASM Lithography or ASML as it was to become known. The outcome was introduction of the ASML PAS 2000 Wafer Stepper, which would launch the company onto a stellar path. But it was not easy, as you can find out here. I was there – Richard George, Project Manager Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

  12. semiStockWEEK: VLSI's Semiconductor Stock Indices eked out a gain this week while the market slipped. Semiconductors +1%, Equipment -1%, EDA +0%, Electronic Materials +2%. VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  13. Semiconductor Stocks: Weekly Growth and Forward P/E Ratios by Company VLSI’s Semiconductor Stock Index was led up 0.8% by AMD to a new yearly high. IDM -2.9% Foundry & OSAT +3.3% Fabless & Fablite +1.2% Weekly Gains 7/24/2020 Price Change Price Change Semiconductor Stocks Semiconductor Stocks Forward P/E Forward P/E IDM Intel Fab-lite to Fabless AMD -15.7% 10 45 26.1% Micron ON Semiconductor Samsung Electronics SK hynix STMicroelectronics Western Digital Foundry & OSAT Amkor ASE 11 16 – Analog Devices Broadcom IBM Infineon MagnaChip Semiconductor Maxim MaxLinear MediaTek NVIDIA -3.9% -2.2% 0.5% -1.8% -1.3% -4.2% 2.3% 11.2% -0.1% 21 13 10 22 13 28 33 – 41 1.1% -3.4% -0.4% 1.0% -1.3% -1.3% AMD AMDAnalog Devices ADIAmkorAMKR ASE ASXBroadcom AVGOIBMIBM Infineon IFNNY.PK Intel INTCJCET600584.SS Kingpak Technology6238.TWO Micron Technology MU On Semiconductor ONPanasonic PC MagnaChip Semiconductor MXMaxim MXIM MaxLinear MXLMediaTek 2454.TW NVIDIA NVDAQualcomm QCOM Samsung Electronics 005930.KS Silicon Laboratories SLABSkyworks SWKS SMIC SMI STMicroelectronics STM Texas Instruments TXNTSMC TSMUMC UMCWestern Digital WDCXilinx XLNX 21 7 -0.7% 1.5% 0.5% 0.0% -11.6% 11.3% 21.9% 15 12 JCET Kingpak Technology SMIC TSMC UMC 123 – 2565 25 15 Panasonic Qualcomm Silicon Laboratories Skyworks Texas Instruments Xilinx 0.4% -3.6% -1.1% -1.7% -3.2% 2.2% 12 15 31 20 24 30 VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  14. Chip Equipment & Related Stocks: Weekly Growth and Forward P/E Ratios by Company VLSI’s Semiconductor Equipment Stock Index slipped 0.5%, ASM Pacific Technology came out on top. WFE -1.8% Test -2.0% Assembly +3.7% Weekly Gains 0 7/24/2020 Price Change Price Change Equipment Stocks Equipment Stocks Forward P/E Forward P/E Wafer Process: Applied Materials ASM International ASML KLA Lam Research Test: Advantest Teradyne FormFactor -2.7% 0.6% -4.1% -4.6% -0.2% 14 23 32 19 20 0.6% -3.3% -3.4% – 21 23 Applied Materials AMAT Advantest ATEYY ASM International ASMI ASM Lithography ASML ASM Pacific 0522.HK BE Semiconductor BESIY.PK FormFactorFORMKLA KLAC Kulicke & Soffa KLIC Lam Research LRCX Onto Innovation ONTONikon 7731 Teradyne TER Tokyo Electron Limited 8035 Veeco VECO Assembly: Onto Innovation Nikon TEL Veeco Instruments -0.2% -0.9% 4.3% -8.0% BESI Kulicke & Soffa ASM Pacific Technology 1.2% 4.1% 5.9% – – – – 14 13 VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  15. Electronic Materials Stocks: Weekly Growth and Forward P/E Ratios by Company VLSI’s EDA Stock Index was led up 0.4% by Cadence. Weekly Gains 7/24/2020 Price Change Price Change -1.6% 0.1% 4.6% 4.4% 1.4% 2.8% EDA & Electronic Materials Stocks Forward P/E EDA & Electronic Materials Stocks Forward P/E VLSI’s Electronics Materials Stock Index was led up 2.4% by Cabot Microelectronics to a fresh new yearly high. EDA Cadence Synopsys Electronic Materials BASF Cabot Microelectronics DNP DuPont de Nemours JSR Shin-Etsu SOITEC Tokyo Ohka – 3 – – – – 37 32 2.4% -1.5% BASF BASFY Cadence CNDS DNP 7912 JSR 4185 SOI.PA Synopsys SNPS Cabot Microelectronics CCMP DuPont DD Shin-Etsu 4063 SOITEC Tokyo Ohka 4186 2 2.1% 5.7% 21 VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

  16. Companies Companies Max Growth Weekly Growth VLSI’s Indices of Chip Industry Stocks Min Growth Range of S&P 500 S&P 500 The Prior Week's Close Growth Growth Down Up Semi Stocks Equipment Stocks Materials Stocks EDA Stocks Semi Stocks Equipment Stocks Materials Stocks EDA Stocks 20-Dec-19 27-Dec-19 03-Jan-20 10-Jan-20 17-Jan-20 24-Jan-20 31-Jan-20 07-Feb-20 14-Feb-20 21-Feb-20 28-Feb-20 06-Mar-20 13-Mar-20 20-Mar-20 27-Mar-20 03-Apr-20 10-Apr-20 17-Apr-20 24-Apr-20 01-May-20 08-May-20 15-May-20 22-May-20 29-May-20 05-Jun-20 12-Jun-20 19-Jun-20 26-Jun-20 03-Jul-20 10-Jul-20 17-Jul-20 24-Jul-20 99.2 100.0 100.3 101.5 104.7 106.1 98.4 102.5 106.5 103.7 93.1 91.8 81.1 69.6 78.3 77.1 85.6 89.1 88.7 89.1 94.8 91.4 95.1 97.4 106.2 100.7 103.3 103.0 106.8 112.7 112.0 112.9 99.9 100.0 100.2 100.9 104.8 105.1 98.4 101.3 106.6 99.3 90.4 91.0 78.3 65.2 78.7 73.4 84.0 88.4 86.1 83.9 91.9 87.1 89.8 91.0 101.6 96.7 101.8 100.2 104.5 109.5 108.3 107.8 100.1 100.0 98.9 99.2 101.0 100.5 96.0 100.4 101.0 98.1 85.5 84.8 71.0 67.0 76.6 72.6 82.6 82.7 82.5 85.0 88.4 86.8 89.7 94.9 100.1 95.7 96.2 96.1 98.2 99.0 101.2 103.6 99.6 100.0 100.5 104.7 106.4 107.8 103.8 107.2 114.2 106.4 96.2 95.1 90.7 78.4 88.7 89.9 99.7 111.3 111.9 107.5 115.9 115.1 122.3 129.5 130.3 127.8 131.2 134.7 140.1 142.5 141.3 142.0 2.6% 0.8% 0.3% 1.2% 3.2% 1.3% -7.3% 4.2% 3.9% -2.6% -10.2% -1.5% -11.6% -14.2% 12.6% -1.6% 11.1% 4.0% -0.4% 0.5% 6.4% -3.6% 4.0% 2.4% 9.0% -5.2% 2.6% -0.3% 3.7% 5.5% -0.6% 0.8% 1.9% 0.1% 0.2% 0.7% 3.9% 0.3% -6.3% 2.9% 5.3% -6.9% -8.9% 0.6% -13.9% -16.7% 20.6% -6.7% 14.5% 5.2% -2.6% -2.6% 9.6% -5.3% 3.1% 1.4% 11.6% -4.8% 5.3% -1.6% 4.2% 4.8% -1.1% -0.5% 0.1% -0.1% -1.1% 0.2% 1.8% -0.5% -4.5% 4.6% 0.6% -2.8% -12.9% -0.7% -16.3% -5.7% 14.4% -5.3% 13.8% 0.2% -0.2% 3.1% 3.9% -1.8% 3.3% 5.8% 5.5% -4.4% 0.5% -0.1% 2.2% 0.9% 2.1% 2.4% 2.7% 0.4% 0.5% 4.2% 1.7% 1.3% -3.8% 3.3% 6.5% -6.9% -9.5% -1.2% -4.6% -13.6% 13.1% 1.4% 10.9% 11.7% 0.6% -4.0% 7.8% -0.7% 6.3% 5.9% 0.6% -2.0% 2.7% 2.7% 4.0% 1.7% -0.8% 0.4% 39 29 23 32 45 29 3 45 47 6 0 18 0 3 52 14 54 41 17 27 52 10 42 43 50 6 46 20 50 43 26 26 12.5% 5.9% 9.5% 7.2% 19.1% 14.9% 2.2% 21.4% 27.5% 4.5% -0.8% 7.9% -2.1% 15.3% 36.1% 17.4% 38.2% 17.0% 9.2% 19.1% 31.0% 16.8% 13.5% 14.6% 22.6% 1.4% 18.2% 24.9% 16.3% 39.8% 10.0% 26.1% -13 -23 -24 -22 -10 -25 -51 -10 -8 -49 -55 -35 -55 -52 -3 -41 -1 -10 -37 -28 -3 -45 -12 -12 -4 -47 -8 -34 -3 -11 -28 -28 -8.4% 2.7% -3.4% -4.8% -3.8% -10.8% -17.7% -11.7% -10.0% -17.1% -21.3% -11.0% -26.6% -28.9% -11.7% -15.1% -2.3% -6.1% -9.8% -11.9% -2.4% -21.1% -11.7% -3.2% -3.6% -13.3% -5.1% -12.0% -3.9% -5.2% -29.7% -15.7% 20.9% 8.6% 12.9% 12.0% 22.9% 25.7% 19.9% 33.1% 37.5% 21.6% 20.5% 18.9% 24.5% 44.2% 47.8% 32.5% 40.5% 23.1% 19.0% 31.0% 33.4% 37.9% 25.2% 17.8% 26.2% 14.7% 23.3% 36.9% 20.2% 45.0% 39.7% 41.8% 99.4 100.0 99.8 100.8 102.8 101.7 99.5 102.7 104.3 103.0 91.2 91.7 83.7 71.1 78.4 76.8 86.1 88.7 87.6 87.4 90.4 88.4 91.2 94.0 98.6 93.9 95.6 92.9 96.6 98.3 99.5 99.2 1.7% 0.6% -0.2% 0.9% 2.0% -1.0% -2.1% 3.2% 1.6% -1.3% -11.5% 0.6% -8.8% -15.0% 10.3% -2.1% 12.1% 3.0% -1.3% -0.2% 3.5% -2.3% 3.2% 3.0% 4.9% -4.8% 1.9% -2.9% 4.0% 1.8% 1.2% -0.3% VLSIresearch … intelligence to make better decisions faster Copyright © 2020 VLSI Research Inc. All rights reserved. Distribution rights contained in T&Cs.

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