SemiWEEK Presentation Reports

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
SemiWEEK: Semiconductor Equipment Outlook; Foundry & IDM Capital Expenditures; Stocks soar
SemiWEEK: Heterogeneous IC Economics. Moore’s Law continues to live; Stocks rose
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

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