Semi WEEK: Advantest continues to rally customer satisfaction; Assembly and test market shares

Semi WEEK: Advantest continues to rally customer satisfaction; Assembly and test market shares

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Description: Advantest continues to rally customer satisfaction. 2015 Assembly and test market shares. Order activity continued to warm up.

Chipmakers’ sentiment remains guarded . IC Sales slid last week. Chip making stocks took a breather following a three-week run.

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Author: Andrea Lati (Fellow) | Visits: 967 | Page Views: 1846
Domain:  High Tech Category: Business Subcategory: Semiconductors 
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Contents:
Semiconductor WEEK:

June 10, 2016

An overview of results and conclusions from recent reports at VLSI
Chip Market Research Services

Customer Satisfaction Survey

Cautiously moving forward
• Order activity continued to warm up
• Equipment suppliers are positive
• Chipmakers’ sentiment remains guarded
• VLSIresearch’s CPPI beat Moore’s Law
• Capacity Utilization by Wafer Size

White Paper: Advantest continues to rally customer satisfaction

The Chip Insider
Equipment & Emerging Markets: 2015 Assembly and test
market shares

Semiconductor Stocks


Semiconductor Analytics
Semi Market results from last week:




IC Sales slid last week
– Semiconductor Sales Nowcast for 2Q16:
Steadily Negative
– Chip price pressure:
Upgraded to + Uplifting






IC Weather1 Report:
Clear and Warming



• IC Supply-Demand2 Metrics: Balanced


Chip making stocks took a breather following a threeweek run
Chip stocks fell 1%, but still took four of the top six spots
Equipment stocks declined 0.6% after hitting a new high
for the year the previous week.
EDA stocks were this week’s best performers, extending
the rally for the sixth consecutive week
Electronic Materials stocks continued to tread water,
slipping 0.9%.
Hottest Stocks: Toshiba, MediaTek, FormFactor, AMD,
TEL, and Micron.

Electronics Price Trend: Downgrade to sliding

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1
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

continues to rally customer satisfaction
VLSIresearch Customer Satisfaction Survey 2016

VLSIresearch … intelligence to make better decisions faster

Click for White Paper
Content approved for public 2016 VLSI Research Inc. All rights reserved. Distribution rights All rights reserved.
Copyright © release with attribution. Copyright © 2016 VLSI Research Inc. contained in T&Cs.

Advantest Earns 28th Consecutive Ranking
as a Top IC Test Equipment Supplier
• A leading producer of automatic test
equipment (ATE), Advantest
continues to increase its customer
satisfaction rating


Continual improvement each of the past
six years

• Multi-decade appearance in
VLSIresearch’s 2016 10 BEST Large
Suppliers of Chip Making Equipment
• Advantest’s sustained success
provides an ideal example of how
customers benefit from working with
a company so deeply committed to
R&D and continued innovation

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Click for White Paper
3
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Advantest’s Approach to Customer Satisfaction
• Advantest is a trusted supplier of test solutions
– Diverse customers in SOC, MPU, and memory markets
– Extraordinary capabilities to partner with different
customers in Fabless, IDM, and OSAT space
– Integrates varying customer demands into its platforms

• Extraordinary global engineering capability
– Driven product and application engineering as well as
customer service
– Focus on solving customer problems
– Creates high customer trust in Advantest

• Excellent products and operations at all levels
create strong foundation for consistent customer
satisfaction leadership

VLSIresearch … intelligence to make better decisions faster

Click for White Paper
4
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Reliable Chip Market Data
Subscribe to the WSTS Database
The Semiconductor Industry Association (SIA) provides the only source of monthly industry
sales data available anywhere. Through the World Semiconductor Trade Statistics (WSTS)
database, subscribers receive consistent and reliable semiconductor market data, twiceyearly industry forecasts, and records spanning the last 40 years.
SIGN UP FOR A FREE TRIAL TODAY!

For information about subscribing to the WSTS database, including special offers, please
contact SIA’s Falan Yinug at fyinug@semiconductors.org or visit www.semiconductors.org.

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

The Chip Insider®'s Graphics File
June 2016
Cautiously moving forward…

This issue contains the latest
forecast.






Order activity continued to warm up
Equipment suppliers are positive
Chipmakers’ sentiment remains guarded
VLSIresearch’s CPPI beat Moore’s Law

We just updated May forecast.
Contact us to get the full report and more

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6
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

The Chip Insider® Graphics
Capacity Utilization by
Wafer Size:
– All wafer sizes are turning higher

Fab Capacity Utilization by Wafer Size: Chart gives rolling averages
for300mm, 200mm, and smaller silicon wafers

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7
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Semiconductor Analytics
This Week in the Supply Chain:

VLSI@



IC Sales slid last week
– Semiconductor Sales Nowcast for 2Q16:
Steadily Negative
– Chip price pressure:
Upgraded to + Uplifting



W/W: Week-over-Week sequential growth W/Q: Week-over-Quarter W/Y: Week-over-Year

Semi Market results from last week:

IC Weather1 Report:
Clear and Warming

• IC Supply-Demand2 Metrics: Balanced


Electronics Price Trend: Downgrade to sliding

Overall Semi Sales Status: Downturn bottoming
Peaked: Jun 14
1st Warning: Jan 15
1st Rains: Apr 15
1st Snowfall: Apr 15
Storms break: Aug 5 Cold-Front: Oct 21
Possible Bottom: Jan 27 Bottoming Apr 5

1st Clouds: Feb 15
In Downturn: Jul 29
S-D in Glut: Nov 11

VLSIresearch … intelligence to make better decisions faster

1: Measures Order Activity 2: Measures Pricing Power
10 June 2016

8

Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Electronics Pricing: weekly trends for
PC notebooks Tablets Smartphones Cell phones Digital Cameras Appliances TVs

• Price Trend:
Downgrade to sliding

1 Quarter Moving Average

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10 June 2016

9

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Links to Popular Interviews and Papers
Join the conversation at weVISON













Plasma-Therm earns its best score ever
NEW
Teradyne sets customer satisfaction standards
VLSI's 1Q16 Review and Forecast ... with Andrea Lati and Dan Hutcheson
NEW
2016 Highest-Rated Test Consumable Suppliers
NEW
FD-SOI and 22FDX: Why it turned hot in 2...
10 BEST SEMICONDUCTOR EQUIPMENT SUPPLIER RANKINGS FOR 2016
THE BEST SUPPLIER RANKINGS FOR 2016
Europe's Best Tech Companies in the Era of Globalization
FD SOI: Disruptive or Just Another Process?
It's 2050… Moore's Law is dead… What's the new business model?
Imagine a Day without Moore’s Law

AMAT
MU
ASML
LRCX

Applied Material’s Outlook - 2 Q 2016
Micron Technology's (MU) Company Outlook...
ASML Outlook - 1 Q 2016
Lam Research tops Equipment Supplier Gro...

weSRCH.com weSRCH reaches >250K Users …
who view >10M Pages per Month.
Alexa ranks it among the world’s top 20K websites.

VLSIresearch … intelligence to make better decisions faster

10
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

The Chip Insider®
Equipment & Emerging Markets
2015 Assembly Equipment Market Shares
• 2015 Sales
• Assembly Equipment Rankings
• Assembly Market Share Maps
2015 Test Market Shares
• Test Cycles
• Test Rankings
• Test Market Share Maps

VLSIresearch … intelligence to make better decisions faster

11
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Assembly Sales
• 2H 2015 was difficult for
Assembly equipment
suppliers
• 2016 started well
– Expected to go through
normal seasonal cyclicality

VLSIresearch … intelligence to make better decisions faster

4/21/2016

12

Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Test Cycles
• 4Q15 was extremely weak
• Leading-edge, high-end test
drives current demand
– Strong seasonality
continues

VLSIresearch … intelligence to make better decisions faster

4/21/2016

13

Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Semi Stock Week:

Chip making stocks took a breather following a three-week

run. Semiconductors -1.0%, Equipment -0.6%, EDA +0.4%, Electronic Materials -0.9%. Hottest Stocks: Toshiba,
MediaTek, FormFactor, AMD, TEL, and Micron.

VLSIresearch … intelligence to make better decisions faster

14
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Semiconductor Stocks:
Weekly Growth and Forward P/E Ratios by Company
Weekly Gains
Sem iconductor Stocks

Price
Change

Price
Change

Forw ard P/E

Broadcom

-1.1%

13

Forw ard P/E

IDM

Sem iconductor Stocks

Intel

1.3%

12

Cavium

-10.0%

22

Micron

-5.6%

14

IBM

-0.3%

11

Samsung Electronics

2.1%



Infineon

-1.5%

17

SanDisk

0.0%

23

InvenSense

-5.2%

17

STMicroelectronics

-4.7%

14

MagnaChip Semiconductor

-4.8%

Negative

Toshiba

5.8%



Maxim

-0.7%

19

MaxLinear

-2.0%

12

ASE

-2.5%

11

MediaTek

5.0%



SMIC

-2.1%

10

Panasonic

-1.1%

14

TSMC

1.3%

13

Qualcomm

-2.0%

12

UMC

2.1%

18

Silicon Laboratories

-0.5%

19

Skyw orks

-2.1%

11

AMD

3.8%

Negative

Texas Instruments

2.3%

19

Analog Devices

-2.0%

18

Xilinx

-1.4%

20

ARM

-5.1%

24

Chip stocks fell 1%, but still took four
of the top six spots. Fabless stocks
were the worst performers, falling
1.6% for the week. Foundry &
Subcon declined a mere 0.3%, while
IDMs were off 0.2%

Foundry & Subcon

Fab-lite to Fabless

VLSIresearch … intelligence to make better decisions faster

Altera ALTR AMD AMD Analog Devices ADI
ARM ARMH ASE ASX Avago AVGO
Broadcom BRCM Cavium CAVM IBM
Infineon IFNNY.PK Intel INTC InvenSense
INVN Micron Technology MU Panasonic PC
MagnaChip Semiconductor MX
Maxim
MXIM MediaTek 2454.TW Qualcomm QCOM
Samsung Electronics 005930.KS Silicon
Laboratories SLAB Skyworks SWKS SMIC SMI
STMicroelectronics STM
Texas Instruments TXN Toshiba 6502
TSMC TSM UMC UMC Xilinx XLINX
Volterra VLTR

15
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Chip Equipment & Related Stocks:
Weekly Growth and Forward P/E Ratios by Company
Weekly Gains
Price
Change

Forw ard P/E

Price
Change

Forw ard P/E

Applied Materials

-1.3%

13

Advantest

1.0%



ASM International

-0.4%

14

Teradyne

1.0%

13

ASML

-3.4%

21

Xcerra

-7.3%

16

KLA-Tencor

-0.6%

15

FormFactor

4.9%

12

Lam Research

-0.9%

12

Assembly:

Nanometrics

-1.0%

15

BESI

1.1%



Nikon

-3.0%



Kulicke & Soffa

-1.6%

14

Oerlikon

0.0%



ASM Pacific Technology

Rudolph Technologies

1.8%

15

TEL

3.2%



Cadence

0.0%

18

Ultratech

-0.3%

20

Mentor Graphics

0.2%

12

Veeco Instruments

-4.0%

Synopsys

0.9%

16

Equipment stocks declined 0.6% after hitting
a new high for the year the previous week.
Test led the decline with a 1.8% drop. WFE
stocks gave back 0.8%. Assembly bucked
the downtrend with a 0.5% gain.

Equipm ent Stocks
Wafer Process:

Equipm ent Stocks
Test:

1.9%

EDA Stocks

VLSIresearch … intelligence to make better decisions faster

EDA stocks were this week’s best
performers, extending the rally for the sixth
consecutive week. They jumped another
0.4%, hitting a new high for the year.

Applied Materials AMAT Advantest ATE
ASM International ASMI ASM Lithography ASML
ASM Pacific 0522.HK Aixtron AIXG
BE Semiconductor BESIY.PK Cadence CNDS
ESI ESIO FEI FEIC KLA-Tencor KLAC
Kulicke & Soffa KLIC Lam Research LRCX
LTX LTXC Mentor Graphics MENT
Nanometrics NANO Nikon 7731 Oerlikon OBH.SG
Rudolph Technologies RTEC
Synopsys SNPS
TER
Teradyne
Tokyo Electron Limited 8035
UTEK
Ultratech
Veeco VECO

16
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Electronic Materials Stocks:
Weekly Growth and Forward P/E Ratios by Company

Electronic Materials continued to tread
water, slipping 0.9%.

Weekly Gains
Electronic Materials'
Stocks

Price
Change

Forw ard P/E

Price
Change

Forw ard P/E

Air Products

2.2%

18

JSR

-3.7%



BASF

-1.9%

15

Shin-Etsu

1.2%



Cabot Microelectronics
DNP

0.4%

17

SOITEC

-1.9%



0.6%



Tokyo Ohka

-6.9%



Dow Electronic Materials

0.4%

4

Electronic Materials' Stocks

VLSIresearch … intelligence to make better decisions faster



Air Products APD ATMI ATMI AZ Electronic
Materials AZEM.L
BASF BASFY Cabot
CCMP
Microelectronics
DNP 7912 Dow
DOW
Electronic Materials
JSR 4185
Shin-Etsu 4063 SOITEC SOI.PA
Tokyo Ohka 4186

17
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S&P 500

S&P 500
Growth

101.6
103.2
102.4
102.4
100.6
99.4
102.3
100.0
93.6
91.0
91.5
93.3
91.8
85.3
89.4
90.5
93.6
94.1
94.6
93.1
92.0
91.7
95.8
98.6
96.5
94.5
93.3
95.2
96.5
96.9
96.0

Range of
Growth

99.9
102.0
102.3
102.5
100.0
99.0
101.8
100.0
92.7
90.9
93.8
96.3
94.4
92.9
98.0
100.4
102.7
105.3
107.6
106.1
109.3
106.7
108.5
108.8
105.5
103.8
102.9
106.0
111.3
112.1
111.4

EDA
Stocks

Min Growth

99.7
102.3
103.0
104.0
99.7
98.9
101.2
100.0
90.7
87.4
91.3
92.6
88.1
84.5
89.8
92.1
96.5
97.7
99.3
97.5
99.5
97.3
98.3
99.8
96.6
94.0
92.7
96.0
101.1
102.6
101.6

Equipment Materials
Stocks
Stocks

Companies
Down

13-Nov-15
20-Nov-15
27-Nov-15
04-Dec-15
11-Dec-15
18-Dec-15
25-Dec-15
01-Jan-16
08-Jan-16
15-Jan-16
22-Jan-16
29-Jan-16
05-Feb-16
12-Feb-16
19-Feb-16
26-Feb-16
04-Mar-16
11-Mar-16
18-Mar-16
25-Mar-16
01-Apr-16
08-Apr-16
15-Apr-16
22-Apr-16
29-Apr-16
06-May-16
13-May-16
20-May-16
27-May-16
03-Jun-16
10-Jun-16

Chip
Stocks

Max Growth

VLSI’s Indices of Chip Industry Stocks
The Prior
Week's
Close

Companies
Up

VLSI’s Semiconductor and Chip Equipment Stock Index Historical Data
Weekly count of stocks up, down, and growth range

-2.1%
-14.2%
5.8%
-6.0%
-3.1%
-0.2%
3.6%
-1.4%
-7.1%
-2.3%
2.9%
0.9%
-1.5%
1.7%
6.4%
1.7%
3.2%
-0.9%
3.6%
-0.3%
2.7%
-1.4%
0.7%
1.5%
-3.2%
0.5%
0.0%
4.5%
3.1%
0.2%
0.4%

10
45
34
35
11
21
47
7
1
5
46
41
14
11
55
38
53
36
39
10
41
11
39
28
10
16
20
45
52
39
22

8.5%
12.1%
13.3%
13.5%
5.4%
7.4%
19.2%
12.8%
3.0%
3.4%
25.9%
14.6%
13.4%
10.1%
20.0%
25.2%
20.4%
28.1%
16.3%
2.6%
17.6%
2.9%
11.0%
47.8%
14.1%
5.5%
12.5%
15.6%
28.4%
8.2%
5.8%

-46
-11
-21
-21
-47
-37
-8
-48
-53
-52
-12
-16
-43
-45
-2
-15
-4
-19
-17
-38
-15
-45
-18
-30
-45
-43
-38
-13
-6
-17
-34

-13.0%
-34.3%
-15.8%
-8.7%
-10.6%
-7.4%
-19.9%
-8.3%
-25.4%
-16.8%
-5.8%
-10.3%
-16.1%
-30.2%
-1.0%
-7.3%
-2.7%
-6.1%
-5.3%
-9.1%
-7.9%
-9.6%
-4.8%
-6.2%
-11.9%
-16.5%
-25.5%
-13.6%
-8.2%
-9.6%
-10.0%

21.5%
46.4%
29.1%
22.2%
16.0%
14.8%
39.1%
21.1%
28.4%
20.2%
31.7%
24.9%
29.5%
40.3%
21.0%
32.5%
23.1%
34.2%
21.6%
11.7%
25.5%
12.5%
15.8%
54.0%
26.0%
22.0%
38.0%
29.2%
36.6%
17.8%
15.8%

99.8
103.1
103.2
103.2
99.3
99.0
101.7
100.0
94.9
92.8
94.1
95.8
92.8
91.7
94.6
96.1
98.5
99.8
101.2
100.2
102.3
101.1
102.7
103.2
101.9
101.5
101.0
101.3
103.6
103.6
103.4

-3.6%
3.3%
0.0%
0.1%
-3.8%
-0.3%
2.8%
-1.7%
-5.1%
-2.2%
1.4%
1.7%
-3.1%
-1.1%
3.2%
1.6%
2.5%
1.3%
1.4%
-0.9%
2.1%
-1.2%
1.6%
0.5%
-1.3%
-0.4%
-0.5%
0.3%
2.3%
0.0%
-0.1%

Weekly Growth

EDA
Stocks

Chip
Stocks

118.6
101.8
107.7
101.3
98.1
98.0
101.5
100.0
92.9
90.7
93.3
94.2
92.8
94.4
100.5
102.1
105.4
104.5
108.2
107.9
110.9
109.3
110.1
111.8
108.1
108.7
108.7
113.6
117.1
117.3
117.8

-3.7%
2.5%
0.7%
1.0%
-4.1%
-0.8%
2.3%
-1.2%
-9.3%
-3.6%
4.5%
1.4%
-4.8%
-4.1%
6.2%
2.7%
4.7%
1.2%
1.6%
-1.8%
2.1%
-2.2%
1.0%
1.6%
-3.3%
-2.6%
-1.4%
3.6%
5.3%
1.5%
-1.0%

Equipment Materials
Stocks
Stocks
-0.9%
2.1%
0.2%
0.2%
-2.4%
-1.0%
2.8%
-1.7%
-7.3%
-1.9%
3.2%
2.6%
-2.0%
-1.6%
5.5%
2.4%
2.3%
2.5%
2.2%
-1.4%
3.0%
-2.4%
1.7%
0.3%
-3.1%
-1.5%
-0.9%
3.0%
5.0%
0.7%
-0.6%

-1.2%
1.6%
-0.8%
0.0%
-1.7%
-1.2%
2.9%
-2.3%
-6.4%
-2.7%
0.5%
2.0%
-1.6%
-7.1%
4.8%
1.3%
3.5%
0.5%
0.5%
-1.6%
-1.2%
-0.4%
4.4%
3.0%
-2.1%
-2.0%
-1.4%
2.1%
1.4%
0.4%
-0.9%

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Links to Conference Call Transcripts
June 10, 2016
Xcerra's (XCRA) CEO Dave Tacelli on Q3 2016 Results - Earnings Call Transcript
Broadcom's (AVGO) CEO Hock Tan on Q2 2016 Results - Earnings Call Transcript
June 3, 2016 & Before
Ambarella's (AMBA) CEO Dr. Fermi Wang on Q1 2017 Results - Earnings Call Transcript
Advanced Micro Devices' (AMD) Presents at COMPUTEX 2016 - Transcript
Broadcom's (AVGO) CEO Hock Tan on Q2 2016 Results - Earnings Call Transcript
IDT Corporation's (IDT) CEO Shmuel Jonas on Q3 2016 Results - Earnings Call Transcript
Intel Corporation's (INTC) CEO, Brian Krzanich Presents at Sanford C Bernstein Strategic Decisions Conference 2016
Micron Technology, Inc. (MU) CEO Mark Durcan on J.P. Morgan Global Technology, Media and Telecom
Conference
QUALCOMM's (QCOM) CEO Steve Mollenkopf Presents at 44th JPMorgan Annual Technology, Media & Telecom
Brokers Conference (Transcript)
HP's (HPQ) CEO Dion Weisler on Q2 2016 Results - Earnings Call Transcript
Hewlett Packard Enterprise's (HPE) CEO Meg Whitman on Q2 2016 Results - Earnings Call Transcript

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Links to Conference Call Transcripts
Applied Materials' (AMAT) CEO Gary Dickerson on Q2 2016 Results - Earnings Call Transcript
Photronics' (PLAB) CEO Peter Kirlin on Q2 2016 Results - Earnings Call Transcript
Mentor Graphics' (MENT) CEO Walden Rhines on Q1 2017 Results - Earnings Call Transcript
Synopsys' (SNPS) CEO Aart de Geus on Q2 2016 Results - Earnings Call Transcript
Analog Devices' (ADI) CEO Vincent Roche on Q2 2016 Results - Earnings Call Transcript
Lattice's (LTTC) CEO Paul Burgess on Q1 2016 Results - Earnings Call Transcript
Cisco Systems (CSCO) Charles Robbins on Q3 2016 Results - Earnings Call Transcript
Semiconductor Manufacturing International's (SMI) CEO T.Y. Chiu on Q1 2016 Results - Earnings Call Transcript
ChipMOS Technologies' (IMOS) CEO S.J. Cheng on Q1 2016 Results - Earnings Call Transcript
NVIDIA (NVDA) Jen-Hsun Huang on Q1 2017 Results - Earnings Call Transcript
Nokia Oyj (NOK) Rajeev Suri on Q1 2016 Results - Earnings Call Transcript

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Links to Conference Call Transcripts
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Axcelis Technologies' (ACLS) CEO Mary Puma on Q1 2016 Results - Earnings Call Transcript
Veeco Instruments (VECO) John R. Peeler on Q1 2016 Results - Earnings Call Transcript
FEI (FEIC) Donald R. Kania on Q1 2016 Results - Earnings Call Transcript
Advanced Energy Industries' (AEIS) CEO Yuval Wasserman on Q1 2016 Results - Earnings Call Transcript
Brooks Automation's (BRKS) CEO Stephen Schwartz on Q2 2016 Results - Earnings Call Transcript
Infineon Technologies' (IFNNF) CEO Reinhard Ploss on Q2 2016 Results - Earnings Call Transcript
Orbotech's (ORBK) CEO Asher Levy on Q1 2016 Results - Earnings Call Transcript
Qorvo (QRVO) Robert A. Bruggeworth on Q4 2016 Results - Earnings Call Transcript
Motorola Solutions (MSI) Greg Brown on Q1 2016 Results - Earnings Call Transcript
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Nanometrics' (NANO) CEO Timothy Stultz on Q1 2016 Results - Earnings Call Transcript
ASM International N.V.'s (ASMIY) CEO Charles Del Prado on Q1 2016 Results - Earnings Call Transcript
Aixtron Aktiengesellschaft's (AIXG) CEO Martin Goetzeler on Q1 2016 Results - Earnings Call Transcript
Amkor Technology's (AMKR) CEO Steve Kelley on Q1 2016 Results - Earnings Call Transcript
Cadence Design Systems' (CDNS) CEO Lip-Bu Tan on Q1 2016 Results - Earnings Call Transcript
United Microelectronics (UMC) Q1 2016 Results - Earnings Call Transcript
SK Hynix's (HXSCL) Management on Q1 2016 Results - Earnings Call Transcript
Texas Instruments' (TXN) Management on Q1 2016 Results - Earnings Call Transcript
NXP Semiconductors NV (NXPI) Richard Lynn Clemmer on Q1 2016 Results - Earnings Call Transcript
Maxim Integrated Products' (MXIM) CEO Tunc Doluca on Q3 2016 Results - Earnings Call Transcript
STMicroelectronics NV (STM) Carlo Bozotti on Q1 2016 Results - Earnings Call Transcript
Xilinx (XLNX) Moshe N. Gavrielov on Q4 2016 Results - Earnings Call Transcript
Cirrus Logic's (CRUS) CEO Jason Rhode on Q4 2016 Results - Earnings Call Transcript
Intersil's (ISIL) CEO Necip Sayiner on Q1 2016 Results - Earnings Call Transcript
Apple (AAPL) Timothy Donald Cook on Q2 2016 Results - Earnings Call Transcript

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ASML Holding's (ASML) CEO Peter Wennink on Q1 2016 Results - Earnings Call Transcript
Lam Research's (LRCX) CEO Martin Anstice on Q3 2016 Results - Earnings Call Transcript
ASM International N.V.'s (ASMIY) CEO Charles Del Prado on Q1 2016 Results - Earnings Call Transcript
Ultratech's (UTEK) CEO Art Zafiropoulo on Q1 2016 Results - Earnings Call Transcript
Taiwan Semiconductor Manufacturing's (TSM) CEO Mark Liu on Q1 2016 Results - Earnings Call Transcript
Intel (INTC) Brian M. Krzanich on Q1 2016 Results - Earnings Call Transcript
Maxim Integrated Products' (MXIM) CEO Tunc Doluca on Q3 2016 Results - Earnings Call Transcript
Advanced Micro Devices (AMD) Lisa T. Su on Q1 2016 Results - Earnings Call Transcript
QUALCOMM (QCOM) Steven M. Mollenkopf on Q2 2016 Results - Earnings Call Transcript
Linear Technology's (LLTC) CEO Lothar Maier on Q3 2016 Results - Earnings Call Transcript
International Business Machines (IBM) Q1 2016 Results - Earnings Call Transcript
Ericsson's (ERIC) CEO Hans Vestberg on Q1 2016 Results - Earnings Call Transcript

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Taiwan Semiconductor Manufacturing's (TSM) CEO Mark Liu on Q1 2016 Results - Earnings Call Transcript
Aehr Test Systems' (AEHR) CEO Gayn Erickson on Q3 2016 Results - Earnings Call Transcript
Micron Technology's (MU) CEO Mark Durcan on Q2 2016 Results - Earnings Call Transcript
HP's (HPQ) Management on Technology Briefing Graphic Solutions Business Call (Transcript)

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