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SemiWEEK Presentation Reports

SemiWEEK: U.S. Semiconductor Stocks hit by tax plans. DRAM Price canary stops singing; WFE Outlook 4Q2021; Stocks slipped
Sep 20, 2021
SemiWEEK: What history tells us about the next slowdown; Stocks rose
Sep 13, 2021
SemiWEEK: Intel’s Evolving Strategy. IDM 2.0: Is it real? Fake News in semis; Stocks rose
Sep 7, 2021
SemiWEEK: The enigmatic mystery of the auto shortage. Frenemies - How Intel beat Japan; Stocks rocketed
Aug 30, 2021
SemiWEEK: Intel Accelerated node renaming: lessons to learn; Stocks fell
Aug 23, 2021
SemiWEEK: AMEC earns its second triple crown; Order activity for semiconductor equipment stayed red hot; Stocks fell
Aug 16, 2021
SemiWEEK: ASML awarded five stars across all its categories; Business Model Challenge of Heterogeneous Integration; Stocks jumped
Aug 9, 2021
SemiWEEK: ASM Pacific Technology secures its fifth triple crown; Moore’s Law Originalism versus Pragmatism; Stocks jumped
Aug 9, 2021
SemiWEEK: Nidec SV TCL dedicated partner to customers; Intel buying GF. $110B chip shortage cost; Stocks jumped
Jul 26, 2021
SemiWEEK: FormFactor five-star test & measurement supplier; If there’s a shortage; Stocks fell
Jul 19, 2021
SemiWEEK: KOKUSAI ELECTRIC earns “THE BEST” award in Fab Equipment on strong product performance ratings; Stocks slipped
Jul 12, 2021
SemiWEEK: Gigaphoton honored with first THE BEST award; Government Handout? Electronic Prices: Weak or Strong?; Stocks rose
Jul 2, 2021
SemiWEEK: Technoprobe number one probe card supplier in the VLSI Customer Satisfaction Survey; TSMC Arizona; Stocks jumped
Jun 28, 2021
SemiWEEK: EV Group’s ninth consecutive triple crown win; TSMC’s 2021 Technology Symposium; Stocks decreased
Jun 21, 2021
SemiWEEK: Plasma-Therm number 1 focused chip making supplier; TSMC’s 2021 Technology Symposium; Stocks were mixed
Jun 14, 2021
SemiWEEK: Advantest reigns as the top ATE Supplier in the VLSIresearch Customer Satisfaction Survey; Stocks increased
Jun 7, 2021
SemiWEEK: Government Semiconductor Support Escalation; Stocks jumped
Jun 1, 2021
SemiWEEK: Applied Materials’ New Strategic Plateau. Big-Bucks GSM success in semiconductors.; Stocks rose
May 24, 2021
SemiWEEK: IBM reclaims America’s technology leadership; Stocks plummeted
May 17, 2021
SemiWEEK: Test in semiconductor economics. Government and the Semiconductor Shortage; Stocks decreased
May 10, 2021

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