Semi WEEK: Yield Management shifting time zones; Hitachi Kokusai Electric customers award it a triple crown; stocks soar

Semi WEEK: Yield Management shifting time zones; Hitachi Kokusai Electric customers award it a triple crown; stocks soar

Loading
Loading Social Plug-ins...
Language: English
Save to myLibrary Download PDF
Go to Page # Page of 29

Description: VLSIresearch’s CPPI extended its rally. Overall Semi Sales Status: in Upturn. Hitachi Kokusai Electric customers award it a triple crown.

Chip making stocks soared.

 
Author: Andrea Lati (Fellow) | Visits: 436 | Page Views: 1542
Domain:  High Tech Category: Semiconductors Subcategory: Semiconductor Equipment 
Upload Date:
Link Back:
Short URL: https://www.wesrch.com/electronics/pdfEL1SE1CEENSAA
Loading
Loading...



px *        px *

* Default width and height in pixels. Change it to your required dimensions.

 
Contents:
Semiconductor WEEK:

July 14, 2017

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

Customer Satisfaction Survey

It's heating up as we head to SEMICON West...
• Order activity remained strong going into SEMICON West,
jumping nearly two points
• VLSIresearch’s CPPI extended its rally
• Trailing edge nodes are catching-up

White Paper: Hitachi Kokusai Electric customers award it a
triple crown

Semiconductor Analytics
Semi Market results from last week:
• Semi Sales:
– Week-over-Year Sales Surged
– IC Sales 2Q17 Nowcast: Bubbly at 15%
– IC Weather1 Report: Hot, Cooler
– IC Supply-Demand2 Metrics: Shortage

• Electronics Price Trend: Pressured


Overall Semi Sales Status: in Upturn

The Chip Insider
Strategy and Tactics: Yield Management shifting time zones

Semiconductor Stocks


Chip making stocks soared




Chip stocks jumped to a new high




VLSIresearch … intelligence to make better decisions faster

Foundry & Subcons surged

Equipment stocks soared






Best weekly performance since April

Assembly rocketed

EDA stocks rose
Electronic Materials hit a new high
Hottest Stocks: NVIDIA, Kulicke & Soffa, MagnaChip
Semiconductor, Veeco Instruments, Western Digital, and
Teradyne

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

customers award it a triple crown
VLSIresearch Customer Satisfaction Survey 2017

VLSIresearch … intelligence to make better decisions faster

Click for White Paper
Content approved for public 2017 VLSI Research Inc. All rights reserved. Distribution rights All rights reserved.
Copyright © release with attribution. Copyright © 2017 VLSI Research Inc. contained in T&Cs.

Hitachi Kokusai is awarded 10 BEST,
THE BEST, and RANKED 1st awards
• Hitachi Kokusai’s dedication to
customer satisfaction rewarded with
4½ VLSI Stars
– strong score of 8.58
– secures triple crown of awards for 2nd year

• This is Hitachi Kokusai’s 20th
consecutive appearance in the
VLSIresearch 10 BEST
• Hitachi Kokusai’s customer
satisfaction over the years highlights
the appreciation and trust customers
place upon the company as a key
supplier

VLSIresearch … intelligence to make better decisions faster

LARGE SUPPLIERS OF
CHIP MAKING EQUIPMENT

VLSI Stars

Advantest
Teradyne

ASML
ASM Pacific Technology
Applied Materials
Lam Research
Tokyo Electron
Hitachi High-Technologies
Copyright © 2017 VLSIresearch. All rights reserved.

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

Hitachi Kokusai’s Approach to Customer Satisfaction
• Long-term leadership creates value
through its core technologies in highproductivity ALD/CVD/thermal deposition
provides basis for customer satisfaction
– Thermal thin film technologies for leading
edge semiconductor manufacturing
– Results in consistent customer satisfaction
leadership

• Highly respected independent
semiconductor equipment supplier
– Strong technology roots to serve customers

• Solid focus on customer service
– Supports high productivity and trust

VLSIresearch … intelligence to make better decisions faster

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

The Chip Insider®'s Graphics File
June 2017
It's heating up as we head
to SEMICON West...


This issue contains the latest
forecast.



Order activity remained strong going into
SEMICON West, jumping nearly two
points
VLSIresearch’s CPPI extended its rally

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 by
Node:
– Trailing edge nodes are
catching-up
– Highlighting increasing demand
for IoT and other conventional
devices

Fab Capacity Utilization by Node: chart gives rolling averages
for 20nm 22nm 28nm 32nm 40nm 45nm 60nm 65nm and larger

VLSIresearch … intelligence to make better decisions faster

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 see w/w seasonal crash:





Week-over-Year Sales Surged
IC Sales 2Q17 Nowcast:
Bubbly at 15%
IC Weather1 Report:
Hot, Cooler
IC Supply-Demand2 Metrics:
Shortage

• Electronics Price Trend: Pressured
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

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:
Under Pressure

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: Yield Management
shifting time zones

Maxims: Invest broadly in the future and foster a
culture of innovation
 Edwards, the other vacuum company in the
UK
 How they used culture to rise out of the
vacuum commodity

Focal Points:
Yield management and its shifting time zones
 Waves of Yield Management Eras
• What were they…
Chip History Landmarks:
• How each shift was competitively
• The Dawn of the CD SEM
disruptive
 How a new wave is driving a major shift today • Hitachi’s (now Hitachi High-Technologies)
• add-on accessory
 Will you be disrupted or be the disruptor?
– the Model EP-1035

What’s Happening and What’s the Meaning:
• Advantest ships the 5,000th V93000 test system

“History never repeats itself but it often rhymes.”
—as Mark Twain is reputed to have said

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:

New: Why Memory is a Bottleneck ... With
Er-Xuan Ping of Applied Materials
Applied Wisdom with Jim Morgan

Tom Caulfield of GLOBALFOUNDRIES
Besi Results and Outlook
Top 10 Probe Card Suppliers

Top 10 Equipment Supplier Ranking
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 @
• Flash Memory Summit

• Semicon Taiwan

– August 8-10, 2017; Santa Clara, CA

VLSIresearch … intelligence to make better decisions faster

– September 13 – 15, Taipei, TW

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

Semi Stock Week:

Chip making stocks soared across the board, posting the

strongest weekly gains since April. Semiconductors +3.5%, Equipment +4.9%, EDA +3.0%, Electronic Materials
+3.1%. Hottest Stocks: NVIDIA, Kulicke & Soffa, MagnaChip Semiconductor, Veeco Instruments, Western Digital,
and Teradyne.

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

5.5%

19

Sem iconductor Stocks

Forw ard P/E

IDM
Intel

2.4%

12

IBM

0.9%

11

Micron

5.3%

5

Infineon

4.0%

18

Samsung Electronics

5.5%



InvenSense

0.0%

433

STMicroelectronics

6.3%

16

MagnaChip Semiconductor

11.1%

13

Toshiba

-11.6%



Maxim

3.0%

20

Western Digital

8.6%

8

MaxLinear

2.2%

15

MediaTek

1.8%



Chip stocks jumped 3.5%, hitting
a new high for the year. Foundry &
Subcons surged 4.2%, Fabless
soared 4.0% and IDMs gained
2.8%.

Foundry & Subcon
ASE

4.5%

13

NVIDIA

12.4%

47

SMIC

4.8%

24

Panasonic

4.6%

17

TSMC

4.7%

16

Qualcomm

2.6%

15

UMC

3.0%

17

Silicon Laboratories

0.7%

20

Skyw orks

4.3%

14

Fab-lite to Fabless
AMD

4.2%

48

Texas Instruments

4.5%

20

Analog Devices

3.9%

18

Xilinx

1.4%

24

Broadcom

4.5%

AMD AMD Analog Devices ADI ASE ASX
Broadcom AVGO Cavium CAVM IBM IBM
Infineon IFNNY.PK Intel INTC
InvenSense INVN 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

15

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
Price
Change

Forw ard P/E

Price
Change

Forw ard P/E

Applied Materials

5.9%

14

Advantest

2.1%



ASM International

1.5%

13

Teradyne

8.2%

16

ASML

5.3%

25

Xcerra

-0.3%

15

KLA-Tencor

5.4%

15

FormFactor

4.5%

11

Lam Research

6.2%

14

Assembly:

Nanometrics

2.8%

17

BESI

3.6%



Nikon

-1.2%



Kulicke & Soffa

11.3%

14

Oerlikon

5.3%



ASM Pacific Technology

Rudolph Technologies

3.8%

18

TEL

4.3%



Veeco Instruments

9.2%

Equipm ent Stocks
Wafer Process:

Equipm ent Stocks
Test:

7.5%

EDA Stocks
Cadence

3.1%

23

Synopsys

2.9%

21

VLSIresearch … intelligence to make better decisions faster

Equipment stocks rocketed 4.9%,
claiming three of the top six spots.
Assembly surged 7.5%, buoyed by
strong gains from Kulicke & Soffa.
WFE soared 4.4% and Test jumped
3.3%.
EDA rose 3.0%.
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

3.6%

15

Shin-Etsu

2.3%



Cabot Microelectronics

3.7%

20

SOITEC

-1.4%



DNP

4.9%



Tokyo Ohka

0.4%



Dow Electronic Materials

3.7%

4

Versum Materials

6.1%

17

JSR

4.4%

Electronic Materials increased 3.1% to a
new high for the year.



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

98.3
99.7
100.7
100.0
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

Min Growth

96.0
97.3
100.4
100.0
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

EDA
Stocks

Companies
Down

100.0
100.0
102.4
100.0
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
121.5

Equipment Materials
Stocks
Stocks

Max Growth

09-Dec-16
16-Dec-16
23-Dec-16
30-Dec-16
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

Chip
Stocks

Companies
Up

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

2.0%
0.1%
0.3%
-1.2%
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%

53
33
44
13
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

46.7%
10.3%
19.3%
10.9%
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%

-3
-24
-11
-40
-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

-6.9%
-10.7%
-4.2%
-36.5%
-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%

53.6%
21.0%
23.5%
47.4%
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%

100.9
100.9
101.1
100.0
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

3.1%
-0.1%
0.3%
-1.1%
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%

Weekly Growth

EDA
Stocks

Chip
Stocks

100.7
100.9
101.2
100.0
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

7.0%
0.1%
2.4%
-2.4%
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%
3.5%

Equipment Materials
Stocks
Stocks
3.5%
1.3%
3.2%
-0.4%
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%

6.7%
1.3%
1.0%
-0.7%
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%

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
July 14th
Taiwan Semiconductor Manufacturing Company's (TSM) CEO Mark Liu on Q2 2017 Results - Earnings Call
Transcript
June 30, 2017 & Before
Micron Technology's (MU) CEO Sanjay Mehrotra on Q3 2017 Results - Earnings Call Transcript
Micron Technology's (MU) Management Presents at Nasdaq 36th Investor Program Conference (Transcript)
Micron Technology's (MU) Presents at Robert W Baird Global Consumer, Technology & Services Broker
Conference Call (Transcript)
QUALCOMM's (QCOM) Management Presents at Bank of America Merrill Lynch 2017 Technology Conference
(Transcript)
Keysight Technologies' (KEYS) CEO Ron Nersesian on Q2 2017 Results - Earnings Call Transcript
IDT's (IDT) CEO Shmuel Jonas on Q3 2017 Results - Earnings Call Transcript
Micron Technology's (MU) Management Presents at Bank of America Merrill Lynch 2017 Global Technology
Conference (Transcript)
Advanced Micro Devices (AMD) Presents at Advanced Micro Devices at the Bank of America Merrill Lynch
Global Technology Broker's Conference (Transcript)
Cisco (CSCO) Management Presents at Bank of America Merrill Lynch 2017 Global Technology Conference
(Transcript)

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
Advanced Micro Devices (AMD) Management Presents at Stifel Nicolaus 2017 Technology Internet & Media Conference Transcript
Micron Technology (MU) Management Presents at Stifel 2017 Technology, Internet and Media Conference (Transcript)
Advanced Micro Devices' (AMD) CEO Lisa Su Presents at Computex 2017 (Transcript)
Broadcom's (AVGO) CEO Hock Tan on Q1 2017 Results - Earnings Call Transcript
Semtech's (SMTC) CEO Mohan Maheswaran on Q1 2018 Results - Earnings Call Transcript
Hewlett Packard Enterprise's (HPE) CEO Meg Whitman on Q2 2017 Results - Earnings Call Transcript
HP Inc's (HPQ) Management Presents at Bernstein's 33rd Annual Strategic Decisions Conference
Analog Devices' (ADI) CEO Vincent Roche on Q2 2017 Results - Earnings Call Transcript
Marvell Technology Group' (MRVL) CEO Matt Murphy on Q1 2018 Results - Earnings Call Transcript
Hanwha Q CELLS (HQCL) Q1 2017 Results - Earnings Call Transcript
Micron Technology's (MU) Management Presents at JP Morgan Global Internet, Media and Technology Brokers Conference
(Transcript)
Advanced Micro Devices (AMD) Presents at JPMorgan Technology, Media & Telecom Conference (Transcript)
Applied Materials' (AMAT) CEO Gary Dickerson on Q2 2017 Results - Earnings Call Transcript
Synopsys' (SNPS) CEO Trac Pham on Q2 2017 Results - Earnings Call Transcript
Cisco Systems' (CSCO) CEO Charles Robbins on Q3 2017 Results - Earnings Call Transcript

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
Advanced Micro Devices' (AMD) CEO Lisa Su hosts 2017 Financial Analyst Day (Transcript)
Photronics' (PLAB) CEO Peter Kirlin on Q2 2017 Results - Earnings Call Transcript
Dialog Semiconductor's (DLGNF) CEO Dr. Jalal Bagherli on Q1 2017 Results - Earnings Call Transcript
MaxLinear's (MXL) CEO Kishore Seendripu on Q1 2017 Results - Earnings Call Transcript
Coherent's (COHR) CEO John Ambroseo on Q2 2017 Results - Earnings Call Transcript
Semiconductor Manufacturing International's (SMI) CEO Haijun Zhao on Q1 2017 Results - Earnings Call Transcript
ChipMOS Technologies' (IMOS) CEO Shih-Jye Cheng on Q1 2017 Results - Earnings Call Transcript
Sunworks' (SUNW) CEO Charles Cargile on Q1 2017 Results - Earnings Call Transcript
Electro Scientific Industries' (ESIO) CEO Michael Burger on Q4 2017 Results - Earnings Call Transcript
NVIDIA (NVDA) Q1 2018 Results - Earnings Call Transcript
Microchip Technology (MCHP) Q4 2017 Results - Earnings Call Transcript
Axcelis Technologies' (ACLS) CEO Mary Puma on Q1 2017 Results - Earnings Call Transcript
ON Semiconductor (ON) Q1 2017 Results - Earnings Call Transcript
Infineon Technologies' (IFNNF) CEO Reinhard Ploss on Q2 2017 Results - Earnings Call Transcript
Kulicke and Soffa Industries' (KLIC) CEO Dr. Fusen Chen on Q2 2017 Results - Earnings Call Transcript
Veeco Instruments (VECO) Q1 2017 Results - Earnings Call Transcript

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
Qorvo (QRVO) Q4 2017 Results - Earnings Call Transcript
FormFactor's (FORM) CEO Mike Slessor on Q1 2017 Results - Earnings Call Transcript
Cirrus Logic (CRUS) Q4 2017 Results - Earnings Call Transcript
MagnaChip Semiconductor's (MX) CEO YJ Kim on Q1 2017 Results - Earnings Call Transcript
Orbotech's (ORBK) CEO Asher Levy on Q1 2017 Results - Earnings Call Transcript
Vishay Intertechnology's (VSH) CEO Gerald Paul on Q1 2017 Results - Earnings Call Transcript
Nanometrics' (NANO) CEO Timothy Stultz on Q1 2017 Results - Earnings Call Transcript
Advanced Energy Industries' (AEIS) CEO Yuval Wasserman on Q1 2017 Results - Earnings Call Transcript
Rudolph Technologies' (RTEC) CEO Mike Plisinski on Q1 2017 Results - Earnings Call Transcript
Advanced Micro Devices (AMD) Q1 2017 Results - Earnings Call Transcript
Integrated Device Technology (IDTI) Q4 2017 Results - Earnings Call Transcript
National Instruments' (NATI) CEO Alex Davern on Q1 2017 Results - Earnings Call Transcript
KLA-Tencor (KLAC) Q3 2017 Results - Earnings Call Transcript
Microsemi's (MSCC) CEO Jim Peterson on Q2 2017 Results - Earnings Call Transcript

VLSIresearch … intelligence to make better decisions faster

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

weSRCH app… new and improved
Now
available for
the
iPhone &
iPad at
iTunes

Now on Kindle!
What winners know and practice in tech companies
is very different from what is classically taught in
business schools. This book codifies it …
Inspired by Jim Morgan, the former CEO of Applied
Materials. Used by many to solve current business
problems and as an educational tool for up and
coming executives. The book has been adopted by
several companies for training. The author received
SEMI’s Sales and Marketing Excellence award in
part for the book.
Click Here to Get It at Amazon
Fourth edition: updated with all Maxims written
since the last edition through August 2014.

VLSI’s recent uploads
Chip Market Research Services Uploads:
ForecastPro Module:
• TCI Graphics – 17.06
• Silicon Demand – V17.06
• Reticle Demand – V17.06
• Packaging Demand – V17.07
• Electronics Production – 17.04
• Semiconductors – V17.04
• Advanced Packaging – V17.01
• Regional Semi and Capex – V16.08
• Design Completions – 16.06
Equipment Database Module:
• IC Equipment Forecast:
• Yearly – V17.06
• Quarterly – V17.06
• Semiconductor Equipment Outlook-V17.06
• Assembly 2015 Market Shares –V17.05
• WFE 2016 Market Shares – V17.04
• Test 2016 Market Shares-V17.04
• Regional Equipment Sales – V16.09

Customer Satisfaction Survey Uploads:
• 2017 CSS Databases
• 2017 Survey Documents

Critical Subsystems Uploads:








CSUBs Trends & Drivers – V17.05
CSUBs Forecast - V17.05
Graphics File: May 2017
Device Forecasts – V17.05
Equipment units – V17.05
Vendor Shares – V17.04
Critical Components: Nov 2015

Test Consumable Reports:




Probe Card Report: V17.04
Test and Burn-In Socket Report : V17.04
Device Interface Board Report: V17.04

VLSIresearch … intelligence to make better decisions faster

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

about VLSIresearch
VLSIresearch is an award-winning provider of market research and economic analysis on the technical,
business, and economic aspects of the semiconductor supply chain. Providing intelligence for faster
and better decision making, seasoned executives in high technology, government, and finance rely on
VLSIresearch’s insights to guide them to the right decisions. The formula is simple: Better intelligence
leads to better decisions which deliver better results. Founded in 1976, VLSIresearch is the leading
technology research and advisory company focused on semiconductor related manufacturing. The
company’s website is www.vlsiresearch.com.

Research and Services
• The Chip Insider®
• The trusted advisor

• The ForecastPro
• The semi ecosystem

• Equipment Databases
• Semi Equipment

• Semiconductor Analytics • Customer Satisfaction
• Know when it’s turning
as it turns

• Critical Subsystems
• Eq Supply Chain

• Industry Pulse Pro ®

VLSIresearch … intelligence to make better decisions faster

• Brand management

• Test Consumable Markets
• Photovoltaics
• Consulting

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

VLSIresearch Operations
UK

Korea
Silicon Valley-CA
(HQ)
Japan

New York

Taiwan

HQ, Research & Sales
Research & Sales
Sales

VLSIresearch … intelligence to make better decisions faster

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

For the Week’s News
from around the world:

35K Visitors reach out
to weSRCH.com daily
— >180K Users look at
>11M Pages per Month








Semiconductor News Feed
Mobile Electronics News Feed
Consumer Electronics News Feed
IT and PC News Feed
Display News Feed
Electronics Business News Feed

VLSIresearch … intelligence to make better decisions faster

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

Terms and Conditions, Notices, and Disclaimers, etc.
By accepting this service or report, opening it, purchasing it, or using it you are agreeing to these terms. However, if these terms are not acceptable to you, please immediately notify VLSI Research Inc in
writing and return or destroy all reports, and we will cancel the service.
This service or report is provided on an "AS IS," "WHERE IS", "WHERE AVAILABLE", “WITH ALL FAULTS” basis. VLSI Research does not warrant these materials or the information provided therein, either
expressly or impliedly, for any particular purpose and VLSI Research specifically disclaims any express or implied warranties, including but not limited to, any express or implied warranties of TITLE,
ACCURACY, NON-INFRINGEMENT, MERCHANTABILITY or FITNESS FOR ANY PARTICULAR PURPOSE OR USE.
The sources of the information in this service or report include numerous individual reports, memos and bulletins from various segments of the industry, annual reports, financial reports, interviews,
questionnaires, surveys, technical symposia, trade journals, technical journals and individual assessments by knowledgeable company or industry representatives as well as our own analysis and judgment.
Some companies are more cooperative about providing information than others and some companies decline to provide or validate the accuracy of any information. Although the information provided is
obtained or compiled from sources VLSI Research believes to be reliable given the oftentimes difficult circumstances under which it is collected, VLSI Research cannot and does not warrant or guarantee
the accuracy, validity, truthfulness, timeliness, or completeness of any information or data made available to you for any particular purpose. In no event will VLSI Research be liable to you or any third party,
whether in contract, tort or under any other legal theory, for any direct, indirect, special, consequential or incidental damages, or any other damages of any kind even if VLSI Research has been advised of
the possibility thereof.
We receive letters and e-mails on current topics covered in our services and/or reports that are of interest to our subscribers, as well as comments on our reports. We value that subscriber input and like to
use it. By submitting such material to us, unless you tell us specifically not to publish it, or except to the extent that you give us an embargo date before which you instruct us not to publish it, you authorize
us to publish and republish it in any form or medium, to edit it for style and length, and to comment upon or criticize it and to publish others’ comments or criticisms concerning it, as the case may be.
This service or report may contain information concerning stocks that is obtained from the opinions of industry analysts. Quoted past results are not necessarily indicative of future performance. None of the
information should be seen as a recommendation to buy or sell any securities. We are not stock analysts or investment advisors. You should contact a registered investment advisor as to the nature,
potential, value or suitability of any particular investment action. No information provided is investment advice and any such information is just an opinion and is not tailored to the investment needs of any
specific person.
Certain statements in this service or report, other than statements of historical fact, and other written or oral statements made by VLSI Research may be forward-looking. In some cases, you can identify
forward-looking statements by terminology such as "may", "will", "should", "expects", "intends", "plans", "anticipates", "believes", "thinks", "estimates", "seeks", "predicts", "potential", and similar expressions.
Although VLSI believes that these statements are based on reasonable assumptions, they are subject to numerous factors, risks and uncertainties that could cause actual results and outcomes to be
materially different from those stated or projected. Those factors, among others, could cause actual results and outcomes to differ materially from the results and outcomes stated or projected in, or implied
by, the forward-looking statements. You should understand that forward-looking statements are not guarantees of results or outcomes. New risks and uncertainties arise from time to time, and VLSI
Research can not predict those events or how they may affect you, the reader. VLSI Research Inc does not have any intention or obligation to update forward-looking statements after the date of this
service or report.

The Chip Insider®, The Industry Pulse Pro®, and the CSS 10 BEST logo are registered trademarks of VLSI Research Inc. All other trademarks, service marks, and logos are the property of their respective
owners.

VLSIresearch … intelligence to make better decisions faster

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

Thank You
If you have further questions, contact us at:
clientservices @ vlsiresearch.com
or visit us at

VLSIresearch.com

VLSIresearch … intelligence to make better decisions faster

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