Semiconductor WEEK: An overview of results and conclusions from recent reports at VLSI.Chip Market Research ServicesOrders are still humming along...• Order activity for semiconductor equipment jumped by more than a point, hitting a hot 80 degrees for the first time this year • Nearly all segments moved higher, led by Subcon/Adv. Packaging and SOC Mobile • Memory activity continued to improve, driven by China and improved pricing• Despite the ongoing uncertainties, visibility for equipment suppliers and chipmakers is extending into Q4• Inventories are rising across the board with nearly all players in the supply chain carrying more inventories to deal with potential supply disruptions from COVID-19 – This could dampen growth in 2021• VLSI’s Chip Price Performance Index slipped again, but at a very slow rateCustomer Satisfaction SurveyWhite Paper: Nidec SV TCL awarded five stars by customersNidec SV TCL, a leading global supplier of innovative MEMS probes, high-performance probe cards, and semiconductor test solutions achieves THE BEST award for 8th consecutive yearSemiconductor AnalyticsLast Week in the Semiconductor Market:Semiconductor sales surged 18% last week, compared to the same week a year ago, as the weather continued to heat up. The DRAM market has formed a strong upward channel since bottoming early this year. Logic sales are picking up steam again. Semiconductor Supply-Demand stayed Tight.Semi Market results from last week: • Semiconductor Sales Nowcast: 3Q20/3Q19: 3Q20 jumped to +17% • Semiconductor Weather1 Report: Heated up to Warm• IC Supply-Demand2 Metrics: Tight• Electronics Price Trend: DecliningChip History CenterPeople: Mark Jagiela on Consolidation and Open Architectures. The mark of a true visionary is when their ideas stand the test of time, which Mark’s views on Open Architecture certainly did. So here’s the video interviews about a subject in heated debate at the time. It gives a glimpse into Teradyne’s CEO in the making.When Simple IC Scaling Died and the Semiconductor Technology Crisis Arrived. In 2003, Bernie Meyerson, CTO at IBM's Microelectronics Division, shocked the world.The Chip InsiderStrategy and Tactics: Partnering: The defining factor of competitive advantage in the modern era.What’s Happening and What’s the Meaning: ASML shipped the first NXT:1470: It’s their first dry system using the NXT immersion platform. Why buy it? …Microchip charging for expediting orders: Not so long ago, ‘I need it yesterday’ was an acceptable request from customers. Now that’s changing, as chipmakers like Microchip try deal with COVID’s inverted demand curve that clipped the peak off March and turned back on in May… Money supply growth continues to explode: This continues to be a unique factor about this cycle … The big question is why isn’t this working like usual. We explore why. Maxim: Partnering: The defining factor of competitive advantage in the modern era: This week has been one of stunning news with reports of both Intel and Samsung having yield issues on future process nodes in the works. This contrasted against TSMC moving relentlessly forward… The big question should not be why the others are falling behind, but why is TSMC doing so well? …Semiconductor StocksVLSI's Semiconductor Stock Indices increased this week with two indices hitting new yearly highs.• Semiconductors +%• Equipment -1%• EDA +5• Electronic Materials -4%.VLSI’s Semiconductor Stock Index was led up 3.5% by Qualcomm to a new yearly high.IDM -0.6%Foundry & OSAT +9.5%Fabless & Fablite +3.1%VLSI’s Semiconductor Equipment Stock Index decreased 1.1%, Onto Innovation came out on top.WFE +0.4%Test -4.0%Assembly -3.2%VLSI’s EDA Stock Index was led up 4.8% by Cadence.VLSI’s Electronics Materials Stock Index sunk 4.0%. Hottest Stocks: Qualcomm, SMIC, JCET, Amkor, AMD, and UMC.