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SemiWEEK: Assembly Equipment Outlook; Stocks rose

 Andrea Lati
  12th-Apr-2019
Description: Order activity edged up across the board, which was a welcome respite following several months of steep declines. 2Q-2019 Y/Y Nowcast started out lower. Chipmaking stocks rose this week.
Views: 2184
Domain: Electronics
Category: Semiconductors
Contributing Organization: VLSIresearch
 ‐ More of their Presentations
Contents:
Semiconductor WEEK:

April 12, 2019

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

Chip History Center

Spring is here, but it’s cold and there are only a few flowers on
the vine
• Order activity edged up across the board, which was a welcome
respite following several months of steep declines
• Capacity Utilization Rates

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SemiWEEK: WFE Outlook; Stocks slipped

It was another tough week in chipmaking land as order activity tumbled to a cold 43 degrees. The DRAM crash of 2008. WFE Outlook. Chip stocks slipped this week.

Andrea Lati
29 March, 2019