SemiWEEK Presentation Reports

    
 
SemiWEEK: SPIE Highlights, Coronavirus forecast scenarios; Semi Equip Outlook; Stocks recover some lost ground
30-Mar-2020
SemiWEEK: Coronavirus Watch. 450mm: Why it failed. Has Moore’s Law slowed?; 2019 Top Semi Equipment Suppliers; Stocks plummet
23-Mar-2020
SemiWEEK: Flying into a headwind; Semiconductor sales dove deep; Stocks plummet
16-Mar-2020
SemiWEEK: Manufacturing Innovation Summit & Coronavirus Semiconductor Watch; Stocks slipped
09-Mar-2020
SemiWEEK: Coronavirus Semiconductor Billings Watch: Week 2; Coronavirus’ Impact on Semiconductor Equipment; Stocks plunged
28-Feb-2020
SemiWEEK: Coronavirus Semiconductor Billings Watch and a 450mm revival; Stocks fell
21-Feb-2020
SemiWEEK: Coronavirus Impact Assessment and Samsung’s EUV strategy; Stocks jump
14-Feb-2020
SemiWEEK: Dark Forecasts and Reality as EUV lights up 2020; Stocks rebound
07-Feb-2020
SemiWEEK: CES, Automotive, Air Mobility, Market indicators and Moore's Law is alive and well; Stocks fell
31-Jan-2020
SemiWEEK: Greatest Moments in Semiconductors over the 2010 Decade; Test & Related Equipment Outlook; Stocks eked out a gain
24-Jan-2020
SemiWEEK: Assembly Equipment Outlook; Stocks jumped
17-Jan-2020
SemiWEEK: WFE Outlook; Stocks increased
10-Jan-2020
SemiWEEK: semiStockYEAR 2019
30-Dec-2019
SemiWEEK: Beating China. Quantum Computing; Stocks jumped
20-Dec-2019
SemiWEEK: The Compute-Centric Wafer Fab. Mari Nozoe has passed; Stocks rocketed
13-Dec-2019
SemiWEEK: Ducks are lining up for the New Year; Semiconductor market’s holiday party blew through Thanksgiving; Stocks slipped
06-Dec-2019
SemiWEEK: Automotive fab disruptor. Memory Market Recover. SiC vs. GaN. 200mm tool supply; Stocks grew
01-Dec-2019
SemiWEEK:Herb Blaschitz and Sanjay Mehrotra on sustainability. SIA Dinner; Foundry & IDM CapEx; Stocks fell
22-Nov-2019
SemiWEEK: SEMI ITPC Highlights; WFE Outlook; Stocks squeeze a gain
15-Nov-2019
SemiWEEK: Factors driving growth in 2020; Stocks jumped
08-Nov-2019

Semiconductor WEEK, also known as semiWEEK, is a weekly report from VLSIresearch that provides an overview of results and conclusions from recent reports and data analytic programs. It includes semiStockWEEK covering VLSI's Semiconductor Stock Indices for Semiconductors, Semiconductor Equipment, EDA, Electronic Materials, and the stocks that make up each index. The indices increased this week. Three indices started the year strong, hitting new highs over last year. VLSI's Semiconductor Stock Index is broken out into separate results for IDM, Fabless & Fablite, and Foundry & OSAT. VLSI's Semiconductor Equipment Stock Index is broken out into separate results for WFE, Test, and Assembly.

Topics for each week include:

  • Order activity for semiconductor equipment
  • The Chip Price Performance Index (CPPI): a critical indicator that has predicted every turn in the industry since the late 1990's
  • Wafer Fabrication Production, Capacity, and Utilization
  • Weekly Semiconductor Sales
    • Semiconductor Sales Nowcast for the quarter
    • Semiconductor Weather Report that measures order activity
    • IC Supply-Demand Metrics for measuring shifts in pricing power between semiconductor buyers and sellers for DRAM, NAND, Logic, Auto, Analog & Power
  • Weekly Electronics Pricing Trends
  • Various topical reports from The Chip Insider®
    • Equipment & Emerging Markets
    • Strategy and Tactics