SemiWEEK Presentation Reports

SemiWEEK: Test in semiconductor economics. Government and the Semiconductor Shortage; Stocks decreased
SemiWEEK: Governments and semiconductor market power balance. When does the equipment boom end? Maxim: Branding; Stocks fell
SemiWEEK: Government wafer fabs a Glut?; Stocks were mixed
SemiWEEK: WFE Outlook 2Q2021; Stocks slipped
SemiWEEK: The scary prospect of a government-driven glut of leading-edge wafer fab capacity; Stocks rose
SemiWEEK: lntel’s Strategy under Pat Gelsinger; 2020 WFE Market Landscape; Stocks soared
SemiWEEK: COVID — 1 Year After; Big Data/AI Based Process Control; Stocks jumped
SemiWEEK: TSMC’s Strategic Shift. How imec conquered the world; Stocks eked out a gain
SemiWEEK: Semiconductor Equipment Market Growth: Comments, Q & A.; 2020 Top Semiconductor Equipment Suppliers; Stocks rose
SemiWEEK: Semiconductor sales held flat and were just above 2020’s peak level in the 1st quarter; Stocks sunk
SemiWEEK: Consistent Semiconductor Equipment Market Growth has returned; Foundry & IDM Capital Expenditure; Stocks fell
SemiWEEK: Semiconductor Manufacturing Models & America’s Strengths and Weaknesses; Test Equipment Outlook; Stocks were mixed
SemiWEEK: Assembly Equipment Outlook 1Q2021; Stocks soared
SemiWEEK: 3nm – The different development strategies of TSMC and Samsung; WFE Outlook 1Q2021; Stocks surged
SemiWEEK: Intel’s evolving manufacturing strategy; Stocks plummeted
SemiWEEK: IEDM 2020: Chip Maker Strategies. The Auto IC Shortage; Stocks jumped
SemiWEEK: 2020 Review, 4Q20 Auto IC sales, IEDM Highlights; Stocks rose
SemiWEEK: Semiconductor sales were 3% above 2019 for the last week of the year; Stocks soared
SemiWEEK: Heterogeneous Integration Density Trends. Silicon Photonics.10 Things Biden can do to save Semiconductors; Stocks rose
SemiWEEK: HI Economics. TCI Guide to Forecasting Methodology. Maxims Reloaded: Risk vs Uncertainty; Stocks slipped

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