SemiWEEK Presentation Reports

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
SemiWEEK: VLSI 2020 Symposium and COVID; All eyes are focused on the second half
SemiWEEK: Advanced Node Wafer Fab Utilization; Plasma-Therm five-star etch & clean supplier; Stocks slipped
SemiWEEK: Manic-Depressive Forces Shaping Semiconductors; Teradyne outstanding five-star ATE Company; Stocks rose
SemiWEEK: Geopolitics of Semiconductor Equipment; Advantest number 1 global ATE supplier; Stocks fell
SemiWEEK: Forecasting 2021: How to approach it; Semiconductor Equipment Outlook; Stocks soar
SemiWEEK: Catching up; Stocks rose
SemiWEEK: America’s search for leading-edge fabs; Stocks rose
SemiWEEK: Electronics Production Outlook in Wake of COVID-19; Congrats to this year’s 10 BEST and THE BEST winners; Stocks fell
SemiWEEK: Coronavirus Semiconductor Sales Watch; 2019 WFE Market Landscape; Stocks jumped
SemiWEEK: Macroeconomic Impact of the Coronavirus: A new perspective; Stocks were mixed

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