Critical Subsystems Uploads - January 28, 2020

    The recovery in orders, which started in Q4 2019 and is continuing into Q1 2020, came just in time to save the supply chain from lasting damage. As it is, suppliers are in good health and ready to respond quickly to the new cycle.

    - Critical Subsystems Forecasts v20.01 ML DF

    - Semiconductor Equipment Forecasts v20.01 ML DF

    - Substrate Processing Equipment: v20.01 ML DF

    - Semiconductors: v19.12 ML DF

    - Electronics: v19.12 ML DF

    - CSubs Graphics File: 28 January 2020 ML DF

    ML: Market Leader
    DF: Driving Forces

    To access the latest upload(s), click the link(s) above. You will be directed to the Version/Module Access Page and then redirected to a login page.  This process allows for direct access to the databases.

    https://www.vlsiresearch.com/public/csubs/