VLSI's 1Q16 Review and Forecast

     Andrea Lati     VLSI Research Inc.
      20345      May 26, 2016
    Semiconductors, Chip Manufacturing Equipment, Materials and Electronics markets are covered, as Andrea Lati and Dan Hutcheson and talk about how rough 1Q16 was.How semiconductor supply chain markets performed in the 1st Quarter of 2016 as well as update you on their thinking around how the year will turn out.  One of the real problems was a rapid rise in semiconductor die bank inventories. They lowered their forecast to negative for the year and have concerns about the fourth quarter. The good news is that there are signs the semiconductor market has bottomed. OEM inventories of semiconductors are low. So it won’t take much of an uptick in end demand to bring growth back. Electronics prices have been on the rise, with PC and smartphones leading the way.
    About weVISION: weVISION is a series of video interviews of visionaries by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Environment, Electronics, healthcare and Business divisions.