Semi WEEK: Intel’s Strategy: Just One Word … “Data”; Order activity fell nearly two points; Stocks fell

Semi WEEK: Intel’s Strategy: Just One Word … “Data”; Order activity fell nearly two points; Stocks fell

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Description: VLSIresearch’s CPPI slipped 0.2 points. Overall Semi Sales Status: in Upturn. Chip making stocks fell for the third consecutive week.

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Contents:
Semiconductor WEEK:

August 11, 2017

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

The Chip Insider

Temperatures are cooling off, but the path is clear...
• Order activity fell nearly two points as temperatures continued
to cool off across the board from their yearly highs
• The macroeconomic environment has been improving in all
regions this year
• VLSIresearch’s CPPI slipped 0.2 points
• Utilization rates are starting to level off

Strategy and Tactics: Intel’s Strategy: Just One Word …
“Data”

Semiconductor Analytics
Semi Market results from last week:
• Semi Sales in a Super-Cycle:








Week-over-Year Sales Rocketed up for the 25th wk
IC Sales 2Q17 Nowcast: Bubbly
IC Weather1 Report: Hot
IC Supply-Demand2 Metrics: Shortage weakens

Semiconductor Stocks



Chip making stocks fell for the third consecutive week
Chip stocks tumbled
– IDMs managed a 0.4% gain



Equipment stocks fell
– Despite taking four of the top seven spots





EDA stocks ended the week flat
Electronic Materials lost 1.1%
Hottest Stocks: Toshiba, DNP, UMC, Lam Research,
KLA-Tencor, Nanometrics, and Rudolph Technologies.

Electronics Price Trend: Rolling Over
Overall Semi Sales Status: in Upturn

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

The Chip Insider®'s Graphics File
July 2017
Temperatures are cooling off, but the
path is clear...



This issue contains the latest
forecast.



Order activity fell nearly two points as
temperatures continued to cool off across the
board from their yearly highs
The macroeconomic environment has been
improving in all regions this year
VLSIresearch’s CPPI slipped 0.2 points
Forecast as of July 2017:
Semi Equipment ($B):
Sequential Change

2016
$ 54.2
10.9%

2017
$ 62.9
16.1%

Capacity Utilization:
ICs ($B):
Sequential Change
IC Units (BU):
Sequential Change
Electronics ($B) :
Sequential Change

89.3%

92.2%

$ 290.1
2.1%
254.5
5.7%
$ 1,945
-1.8%

$ 332.1
14.5%
278.9
9.6%
$ 2,012
3.4%

Call us to access more details

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

The Chip Insider® Graphics
Capacity Utilization Rates:
• Utilization rates are starting to
level off

Capacity Utilization Rates: chart gives rolling averages for
semiconductor wafer fab, test, and assembly

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

Tuesday, November 14, 2017
Fairmont San Jose

CEO Reception
5:00 – 6:30pm

Award Dinner
6:30 – 8:30pm

Post Party
8:30 – 10:00pm

170 S Market St, San Jose, CA 95113
Registration is required for this event:
Purchase Single Ticket - $450
Purchase Single non member Ticket - $500
Robert N. Noyce Award Winner
Mark Durcan
Former CEO, Micron

Keynote Speaker
Gen. Keith Alexander
Former Director, National Security Agency/
CEO and President, IronNet Cybersecurity
Staying Ahead of the Curve: The Importance
Of Technology to Our National Security

VLSIresearch … intelligence to make better decisions faster

Contact Sarah Laws to purchase a table
or to learn about sponsorships
Phone: 202-446-1711
Email: slaws@semiconductors.org

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

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

This Week in the Supply Chain:
Semi Market results from last week:
• Semi Sales in a Super-Cycle:





Week-over-Year Sales Rocket up for the 25th wk
IC Sales Quarter Nowcast:
Bubbly
IC Weather1 Report:
Hot
IC Supply-Demand2 Metrics:
Shortage weakening

• Electronics Price Trend: Rolling Over
Overall Semi Sales Status: in Upturn
Storms break: Aug 15
Possible Bottom: Jan 16
in Upturn, Warm: Jul 16
Sunny: Jan 17

Cold-Front: Oct 15
Bottoming Apr 16
Sunny: Aug 16
Warm: Mar 17

S-D Glut: Nov 15
S-D Shortage: Jul 16
Hot: Nov 16
Cooling: Dec 16
Hot: Mar 17
Bubbly: Jul 17

VLSIresearch … intelligence to make better decisions faster

1: Measures Order Activity 2: Measures Pricing Power

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

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

Price Trend:
Rolling Over

1 Quarter Moving Average

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

The Chip Insider®
Strategy & Tactics
Strategy and Tactics: Intel’s Strategy: Just One
Word … “Data”
Focal Points:
Intel’s Strategy: Just One Word … “Data”
• Brian Krzanich’s strategy for Intel
• Extracting value from Data Rivers
– Battle Map of IoT versus the Cloud
– Four Value Platforms of tech emerging
– Data Rivers and Streams
• Cognitive Clouds with IoT on the edge



Everything runs on Silicon
– Why Moore’s Law is needed for tactical
execution
– Making network
– The monetization horizon of silicon

Chip History Legends
• Robert N. Noyce, Intel’s first CEO
• Thanks to Applied Materials for funding a
renovation of The Chip History Center

VLSIresearch … intelligence to make better decisions faster

Contact us to get the full report and more
Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

Links to Popular Interviews and Papers
Join the conversation at weVISION
New: This Time it's Different

New:

New: The Cook’s Tour: GLOBALFOUNDRIES’
Fab 8 in Malta NY
Top 10 Critical Subsystems Suppliers for 2016
Memory ... Er-Xuan Ping of Applied Materials
Applied Wisdom with Jim Morgan
Tom Caulfield of GLOBALFOUNDRIES

Top 10 Equipment Supplier Ranking for 2016
weSRCH.com
reaches >500K Users
who view >10M Pages per Month.
Alexa ranks it among the world’s top 20K
websites — top 5K in the United States.

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

VLSIresearch appears next @
• NCSL International Workshop &
Symposium
– August 13-17, 2017; National Harbor, MD
– Dan Presenting

• Semicon Taiwan
– September 13 – 15, Taipei, TW

• SEMI ITPC
– November 5-8, Big Island, HI
– Dan Presenting

• IEEE Int’l Conference on
Rebooting Computing
– November 8 - 9, Washington, DC
– Dan Presenting

• SIA Dinner
November 14, San Jose, CA

• IEEE IEDM
– December 2 - 6, San Francisco,
CA

• Semicon Japan
– December 13 - 15, Tokyo, Japan

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

Semi Stock Week:

Chip making stocks fell for the third consecutive week.

Semiconductors -2.4%, Equipment -1.3%, EDA 0.0%, Electronic Materials -1.1%. Hottest Stocks: Toshiba, DNP,
UMC, Lam Research, KLA-Tencor, Nanometrics, and Rudolph Technologies.

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

Semiconductor WEEK:
How to subscribe

Go to VLSIresearch.com

Click Here to open a
Subscription Window

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

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

Price
Change

Forw ard P/E

Cavium

Price
Change

-1.4%

16

Sem iconductor Stocks

Forw ard P/E

IDM
Intel

-1.2%

12

IBM

-2.3%

10

Micron

0.3%

5

Infineon

-0.3%

19

Samsung Electronics

-6.5%



MagnaChip Semiconductor

-17.7%

12

STMicroelectronics

-2.6%

17

Maxim

-0.7%

19

Toshiba

14.1%



MaxLinear

-10.5%

11

Western Digital

-1.6%

7

MediaTek

-1.4%



NVIDIA

-6.7%

44

Chip stocks tumbled 2.4%. IDMs
eked a 0.4% gain, buoyed by
Toshiba. Fabless plunged 3.2%
and Foundry and Subcons
plummeted 4.0%.

Foundry & Subcon
ASE

-6.0%

12

Panasonic

-3.2%

17

SMIC

-13.6%

20

Qualcomm

0.2%

14

TSMC

0.3%

16

Silicon Laboratories

-0.7%

22

UMC

3.1%

17

Skyw orks

0.6%

14

Texas Instruments

-0.7%

20

Xilinx

-1.4%

22

Fab-lite to Fabless
AMD

-6.8%

42

Analog Devices

0.3%

17

Broadcom

-2.0%

AMD AMD Analog Devices ADI ASE ASX
Broadcom AVGO Cavium CAVM IBM IBM
Infineon IFNNY.PK Intel INTC Micron
Technology MU Panasonic PC
MagnaChip Semiconductor MX
Maxim MXIM MediaTek 2454.TW NVIDIA
NVDA

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

14

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

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

Price
Change

Forw ard P/E

Wafer Process:

Equipm ent Stocks

Price
Change

Forw ard P/E

Test:

Applied Materials

0.6%

13

Advantest

-1.9%



ASM International

-3.1%

13

Teradyne

0.1%

16

ASML

-1.1%

27

Xcerra

-1.6%

14

KLA-Tencor

1.7%

14

FormFactor

0.7%

12

Lam Research

2.8%

14

Assembly:

Nanometrics

1.2%

16

BESI

-2.8%



Nikon

-3.5%



Kulicke & Soffa

-1.3%

12

Oerlikon

-6.0%



ASM Pacific Technology

Rudolph Technologies

1.2%

16

TEL

0.1%



Veeco Instruments

-5.9%

Equipment stocks fell 1.3% despite
having four of the top seven
companies. WFE and Test both gave
back 1.1% while Assembly sunk 2.2%.

-2.6%

EDA Stocks
Cadence

0.4%

24

Synopsys

-0.4%

21

VLSIresearch … intelligence to make better decisions faster

EDA ended the week completely flat.
Applied Materials AMAT Advantest ATE
ASM International ASMI
ASM Lithography ASML ASM Pacific
0522.HK BE Semiconductor BESIY.PK
Cadence CNDS KLA-Tencor KLAC
Kulicke & Soffa KLIC Lam Research
LRCX
Xcerra XCRA Nanometrics NANO
7731 Oerlikon OBH.SG Rudolph
Nikon
Technologies RTEC Synopsys SNPS
Teradyne TER Tokyo Electron
Limited 8035
Veeco VECO

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

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

Weekly Gains
Electronic Materials'
Stocks

Price
Change

Forw ard P/E

Price
Change

Forw ard P/E

BASF

3.0%

15

Shin-Etsu

0.0%

Cabot Microelectronics

-2.2%

DNP

0.1%



18

SOITEC

-6.2%





Tokyo Ohka

4.6%



Dow Electronic Materials

-2.4%

4

Versum Materials

1.0%

18

JSR

1.3%



Electronic Materials ended up with a 1.1%
loss.

Electronic Materials' Stocks

VLSIresearch … intelligence to make better decisions faster

BASF BASFY
Cabot Microelectronics CCMP
DNP 7912 Dow Electronic Materials DOW
JSR 4185
Shin-Etsu 4063 SOITEC SOI.PA
Tokyo Ohka 4186
Versum Materials VSM

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

Range of
Growth

S&P 500

S&P 500
Growth

100.4
102.2
103.6
108.0
105.1
108.2
108.3
107.9
108.7
109.7
110.0
109.8
109.6
107.8
104.1
106.5
111.1
111.4
111.6
110.8
111.7
116.0
117.1
113.8
117.1
115.2
113.8
117.3
117.6
115.8
115.7
114.4

Min Growth

100.9
103.4
104.1
107.3
108.4
108.8
110.2
111.7
112.0
113.5
115.3
114.9
116.6
115.6
114.0
120.3
125.0
127.2
127.4
126.7
128.6
130.9
130.3
126.1
127.9
121.3
124.3
130.3
134.3
132.0
124.6
123.0

EDA
Stocks

Companies
Down

100.3
102.6
102.2
106.3
106.8
106.6
107.0
108.2
107.7
108.9
110.5
111.5
112.6
110.7
106.9
108.8
111.4
112.5
114.6
114.9
117.1
118.4
118.9
117.4
120.2
116.9
117.4
121.7
122.4
119.9
120.2
117.3

Equipment Materials
Stocks
Stocks

Max Growth

06-Jan-17
13-Jan-17
20-Jan-17
27-Jan-17
03-Feb-17
10-Feb-17
17-Feb-17
24-Feb-17
03-Mar-17
10-Mar-17
17-Mar-17
24-Mar-17
31-Mar-17
07-Apr-17
14-Apr-17
21-Apr-17
28-Apr-17
05-May-17
12-May-17
19-May-17
26-May-17
02-Jun-17
09-Jun-17
16-Jun-17
23-Jun-17
30-Jun-17
07-Jul-17
14-Jul-17
21-Jul-17
28-Jul-17
04-Aug-17
11-Aug-17

Chip
Stocks

Companies
Up

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

1.2%
1.3%
-0.4%
1.3%
5.0%
0.6%
3.5%
2.0%
-0.6%
0.6%
0.3%
-0.3%
0.3%
-0.8%
-0.4%
4.1%
0.3%
1.1%
-0.2%
-2.5%
5.7%
1.5%
-1.4%
-1.6%
0.5%
-2.1%
0.4%
3.0%
0.8%
3.2%
-1.0%
0.0%

36
45
26
52
23
28
39
36
24
36
40
20
41
18
5
46
47
36
32
23
42
44
19
11
37
6
38
52
35
15
20
17

6.7%
15.7%
13.2%
17.1%
14.7%
11.0%
12.2%
21.7%
14.5%
7.8%
13.5%
17.3%
8.3%
3.9%
8.2%
13.1%
14.4%
28.4%
23.1%
6.3%
11.1%
9.8%
16.7%
14.7%
23.9%
19.0%
7.1%
12.4%
19.8%
20.4%
9.7%
14.1%

-20
-12
-31
-4
-33
-27
-18
-21
-33
-19
-17
-33
-16
-39
-53
-10
-10
-22
-25
-34
-15
-10
-36
-45
-19
-50
-18
-4
-20
-40
-35
-39

-8.2%
-6.5%
-14.1%
-13.7%
-10.5%
-14.1%
-22.7%
-5.9%
-7.7%
-2.7%
-8.7%
-4.5%
-7.0%
-10.5%
-8.9%
-5.4%
-1.8%
-23.4%
-11.3%
-8.1%
-3.5%
-3.8%
-6.0%
-12.6%
-5.6%
-11.9%
-7.0%
-11.6%
-5.9%
-14.0%
-30.0%
-17.7%

14.9%
22.2%
27.3%
30.8%
25.2%
25.1%
34.9%
27.6%
22.2%
10.5%
22.2%
21.8%
15.3%
14.4%
17.1%
18.5%
16.2%
51.8%
34.4%
14.4%
14.6%
13.6%
22.7%
27.3%
29.5%
30.9%
14.1%
24.0%
25.7%
34.4%
39.7%
31.8%

101.7
101.6
101.5
102.5
102.6
103.5
105.0
105.7
106.4
106.0
106.2
104.7
105.5
105.2
104.0
104.9
106.5
107.2
106.8
106.4
107.9
108.9
108.6
108.7
108.9
108.2
108.3
109.8
110.4
110.4
110.6
109.0

1.7%
-0.1%
-0.1%
1.0%
0.1%
0.8%
1.5%
0.7%
0.7%
-0.4%
0.2%
-1.4%
0.8%
-0.3%
-1.1%
0.8%
1.5%
0.6%
-0.3%
-0.4%
1.4%
1.0%
-0.3%
0.1%
0.2%
-0.6%
0.1%
1.4%
0.5%
0.0%
0.2%
-1.4%

Weekly Growth

EDA
Stocks

Chip
Stocks

101.2
102.5
102.0
103.4
108.5
109.1
112.9
115.2
114.5
115.3
115.6
115.3
115.6
114.7
114.2
118.8
119.1
120.5
120.3
117.3
124.0
125.8
124.1
122.1
122.7
120.2
120.7
124.3
125.3
129.4
128.1
128.1

0.3%
2.2%
-0.3%
4.0%
0.5%
-0.2%
0.4%
1.1%
-0.5%
1.1%
1.4%
0.9%
1.0%
-1.7%
-3.4%
1.8%
2.4%
1.0%
1.9%
0.2%
2.0%
1.1%
0.4%
-1.2%
2.4%
-2.8%
0.4%
3.7%
0.6%
-2.1%
0.2%
-2.4%

Equipment Materials
Stocks
Stocks
0.9%
2.4%
0.7%
3.1%
1.0%
0.3%
1.4%
1.4%
0.2%
1.3%
1.6%
-0.3%
1.4%
-0.8%
-1.4%
5.5%
3.9%
1.8%
0.1%
-0.6%
1.5%
1.8%
-0.4%
-3.2%
1.4%
-5.1%
2.4%
4.9%
3.0%
-1.7%
-5.6%
-1.3%

0.4%
1.8%
1.4%
4.2%
-2.7%
2.9%
0.1%
-0.4%
0.7%
0.9%
0.3%
-0.2%
-0.2%
-1.6%
-3.4%
2.3%
4.3%
0.3%
0.2%
-0.8%
0.8%
3.8%
1.0%
-2.9%
2.9%
-1.6%
-1.2%
3.1%
0.2%
-1.5%
-0.1%
-1.1%

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

Links to Conference Call Transcripts
August 11th
ChipMOS Technologies' (IMOS) CEO Shih-Jye Cheng on Q2 2017 Results - Earnings Call Transcript
NVIDIA (NVDA) Q2 2018 Results - Earnings Call Transcript
Advanced Micro Devices' (AMD) Presents at Canaccord Genuity 37th Annual Global Growth Conference Transcript
MaxLinear's (MXL) CEO Kishore Seendripu on Q2 2017 Results - Earnings Call Transcript
Apple's Q3: Initial Impressions
Intel Corporation's (INTC) Management on KeyBanc Capital Markets Global Technology Leadership Forum
Conference (Transcript)
Micron Technology (MU) Presents at KeyBanc Capital Markets 19th Annual Global Technology Leadership
Forum Conference (Transcript)
ON Semiconductor's (ON) CEO Keith Jackson on Q2 2017 Results - Earnings Call Transcript
Vishay Intertechnology's (VSH) CEO Gerald Paul on Q2 2017 Results - Earnings Call Transcript
Axcelis Technologies' (ACLS) CEO Mary Puma on Q2 2017 Results - Earnings Call Transcript
Infinera (INFN) Q2 2017 Results - Earnings Call Transcript

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Links to Conference Call Transcripts
August 4, 2017 & Before
MagnaChip Semiconductor's (MX) CEO YJ Kim on Q2 2017 Results - Earnings Call Transcript
Microchip Technology (MCHP) Q1 2018 Results - Earnings Call Transcript
Veeco Instruments' (VECO) CEO John Peeler on Q2 2017 Results - Earnings Call Transcript
Tower Semiconductor's (TSEM) CEO Russell Ellwanger on Q2 2017 Results - Earnings Call Transcript
Qorvo (QRVO) Q1 2018 Results - Earnings Call Transcript
Cirrus Logic (CRUS) Q1 2018 Results - Earnings Call Transcript
FormFactor's (FORM) CEO Mike Slessor on Q2 2017 Results - Earnings Call Transcript
Cavium (CAVM) Q2 2017 Results - Earnings Call Transcript
Brooks Automation's (BRKS) CEO Steve Schwartz on Q3 2017 Results - Earnings Call Transcript
Rudolph's (RTEC) CEO Mike Plisinski on Q2 2017 Results - Earnings Call Transcript
Orbotech's (ORBK) CEO Asher Levy on Q2 2017 Results - Earnings Call Transcript
Kulicke and Soffa Industries' (KLIC) CEO Fusen Chen on Q3 2017 Results - Earnings Call Transcript
Nanometrics' (NANO) CEO Timothy Stultz on Q2 2017 Results - Earnings Call Transcript

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Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

Links to Conference Call Transcripts
Advanced Energy Industries' (AEIS) CEO Yuval Wasserman On Q2 2017 Results - Earnings Call Transcript
Infineon Technologies' (IFNNF) Reinhard Ploss on Q3 2017 Results - Earnings Call Transcript
Amkor Technology's (AMKR) CEO Steve Kelley on Q2 2017 Results - Earnings Call Transcript
National Instruments' (NATI) CEO Alex Davern on Q2 2017 Results - Earnings Call Transcript
Dialog Semiconductor's (DLGNF) CEO Dr. Jalal Bagherli on Q2 2017 Results - Earnings Call Transcript
Cypress Semiconductor (CY) Q2 2017 Results - Earnings Call Transcript
Western Digital (WDC) Q4 2017 Results - Earnings Call Transcript
KLA-Tencor (KLAC) Q4 2017 Results - Earnings Call Transcript
Intel (INTC) Q2 2017 Results - Earnings Call Transcript
Microsemi (MSCC) Q3 2017 Results - Earnings Call Transcript
B E Semicon's (BESIY) CEO Richard Blickman on Q2 2017 Results - Earnings Call Transcript
Cohu's (COHU) CEO Luis Muller on Q2 2017 Results - Earnings Call Transcript
Teradyne (TER) Q2 2017 Results - Earnings Call Transcript
Cabot Microelectronics' (CCMP) CEO David Li on Q3 2017 Results - Earnings Call Transcript
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