SemiWEEK Presentation Reports

SemiWEEK: For everyone who thinks Moore’s Law is dead. Intel slammed; Stocks rose
SemiWEEK: Why People Get the End of Moore’s Law So Wrong; Stocks grew
SemiWEEK: Can an IDM safely become Fab-lite or Fabless? Evolution of the American Semiconductor Crisis; Stocks soared
SemiWEEK: The Long-Term Cost of the U.S.-China battle; Stocks plunged
SemiWEEK: Why China’s rise to world dominance is not inevitable. DRAM Market. Square root recovery; Stocks were mixed
SemiWEEK: Why Artificial Intelligence can’t innovate; Stocks were mixed
SemiWEEK: The Threat of IT Power Consumption. SMIC, Toshiba, and Inventory; Test & Related Equipment Outlook; Stocks jump
SemiWEEK: Huang’s, Moore’s, and Koomey’s Law. Where’s the COVID cliff?; Stocks increased
SemiWEEK: The Transistor-Diamond Paradox: from More Moore to More than Moore. U.S.-China Feud vs. Semiconductor Stock Performance
SemiWEEK: OSAT: Why Advanced Packaging is flipping the Off in OSAT; Assembly Equipment Outlook; Stocks grew
SemiWEEK: Equipment Expenditure Shifts, Unknown Unknowns, Intel’s Logo; WFE Outlook; Stocks decreased
SemiWEEK: TSMC’s Technology Symposium. Maxims; Foundry & IDM Capital Expenditures 3Q2020; Stocks fell
SemiWEEK: How Tariffs will Change Semiconductor Equipment. The COVID Boom: Is it too good to be true?; Stocks jumped
SemiWEEK: Artificial Intelligence in Semiconductor Equipment; ASML leading lithography supplier; Stocks fell
SemiWEEK: Intel’s Strategic Shift, Etch, and Value Lithography; ASM Pacific Technology wins fourth triple crown; Stocks rose
SemiWEEK: SEMICON West, Hyperinflation, and Economics of Money; FormFactor strong test & measurement supplier; Stocks grew
SemiWEEK: Partnering: Factor of competitive advantage; Nidec SV TCL awarded five stars by customers; stocks increase
SemiWEEK: System Level Test and how it’s an ATE revolution; KOKUSAI ELECTRIC secures triple crown win; Stocks rose
SemiWEEK: China’s WFE needs. Coronavirus & its Silicon Bridge; EV Group eighth consecutive triple crown win; Stocks slipped
SemiWEEK: Technoprobe prevails as top probe card supplier; Stocks jumped

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