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SemiWEEK Presentation Reports

SemiWEEK: SEMI ITPC; Stocks fell
Nov 24, 2021
SemiWEEK: Copper replacement. IFS. Shortages holding up fab capacity expansion. Semiconductor Inflation; Stocks rose
Nov 22, 2021
SemiWEEK: Order activity for semiconductor equipment hit a new high for the year; Stocks grew
Nov 15, 2021
SemiWEEK: Intel’s Foundry Strategy for Growth & IDM 2.0: What’s different?; Stocks soared
Nov 8, 2021
SemiWEEK: Process Control and Optimization; Stocks grew
Nov 1, 2021
SemiWEEK: Samsung’s Strategy Shift and Why we climb exponentials; Stocks increased
Oct 25, 2021
SemiWEEK: Semiconductor sales took a deep post-September dive last week; Stocks grew
Oct 18, 2021
SemiWEEK: Downturn Warning Signs. Excessive CapEx Exuberance; Stocks fell
Oct 11, 2021
SemiWEEK: IBM’s Telum processor. Aart deGeus on EDA-AI; Stocks plummeted
Oct 4, 2021
SemiWEEK: Europe’s semiconductor fall: Is it as steep as some say?; Foundry & IDM Capital Expenditures; Stocks slipped
Sep 27, 2021
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

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