Semi WEEK: The equipment market is expected to soar, hitting an all-time high; IoT; stocks slipped

Semi WEEK: The equipment market is expected to soar, hitting an all-time high; IoT; stocks slipped

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Description: VLSIresearch’s CPPI fell. The equipment market is expected to soar 16% in 2017, hitting an all-time high of $63B. Overall Semi Sales Status: in Upturn.

IoT: It’s not a market. It's a …Chip making stocks slipped with the market. .

 
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Contents:
Semiconductor WEEK:

May 19, 2017

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

The Chip Insider

It's hot, but there's bifurcation…
• Order activity hovered at a hot 86 degrees











Memory soared to a whopping 95 degrees
SOC Mobile tumbled nearly 5 points as Foundries pulled back

The equipment market is expected to soar 16% in 2017,
hitting an all-time high of $63B
VLSIresearch’s CPPI fell
Capacity Utilization by Wafer Size

Semiconductor Analytics
Semi Market results from last week:
• Semi Sales:
– Week-over-Quarter Sales Rocketed
– IC Sales 2Q17 Nowcast: High
– IC Weather1 Report: Hot & Warming
– IC Supply-Demand2 Metrics: Downshifts
– Electronics Price Trend: Rising
• Overall Semi Sales Status: in Upturn

Strategy and Tactics: IoT: It’s not a market. It's a …

Semiconductor Stocks



Chip making stocks slipped with the market
Chip stocks eked a slight gain





Equipment stocks slipped






VLSIresearch … intelligence to make better decisions faster

Extending their five week run
NVIDIA came out on top once again
WFE etched a 0.1% gain

EDA stocks sunk
Electronic Materials decreased
Hottest Stocks: NVIDIA, SOITEC, TEL, ASM International,
Qualcomm, and Panasonic

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

The Chip Insider®'s Graphics File


May 2017

It's hot, but there's
bifurcation…
Order activity hovered at a hot 86 degrees
– Memory soared to 95 degrees
– SOC Mobile tumbled as Foundries pulled back



This issue contains the latest
forecast.



The equipment market is expected to soar
16% in 2017, hitting an all-time high of
$63B
VLSIresearch’s CPPI fell

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
Wafer Size:
– Utilization rates are turning up
from seasonal low

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

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:





Week-over-Quarter Sales Rocketed
– IC Sales 2Q17 Nowcast:
High
IC Weather1 Report:
Hot & Warming
IC Supply-Demand2 Metrics:
Downshifts

• Electronics Price Trend: Rising
Overall Semi Sales Status: in Upturn
Storms break: Aug 15
Cold-Front: Oct 15
Possible Bottom: Jan 16 Bottoming Apr 16
in Upturn, Warm: Jul 16 Sunny: Aug 16
Sunny: Jan 17
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:
Rising

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: IoT: It’s not a
market. It's a …
Focal Points:
IoT: It’s not a market. It's a …
• Why the market is hard to
– understand, identify, and segment.
– Why TAM estimates are wide apart

• IoT go to market strategies





Apple, Amazon, Alphabet
Applied Materials, ASML
Nvidia, NXP, Intel
Bosch, Qualcomm

• Never confuse a market with a
technology when developing a new
product
10 Years Ago:
Take notice:
– Semiconductors are becoming a BIG
R$D game.
– Why vertical integration and
partnering models
• will be so important

Maxims:

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: Applied Wisdom with Jim Morgan

New:

Tom Caulfield of GLOBALFOUNDRIES
Teradyne’s Outlook - 1 Q 2017
Advantest’s Results – FY2016
Besi Results and Outlook
ASML’s 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 @
• SW Test

• Semicon West
– July 10-13, 2017; San Francisco, CA
– Risto is presenting

– June 4-7, 2017: San Diego, CA

• GSA Silicon Summit
– June 14, 2017; Mountain View, CA

• Flash Memory Summit

VLSIresearch … intelligence to make better decisions faster

– August 8-10, 2017; Santa Clara, CA

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

Semi Stock Week:

Chip making stocks slipped with the market though

Semiconductors managed to crawl to a new high. Semiconductors +0.2%, Equipment -0.6%, EDA -2.5%, Electronic
Materials -0.8%. Hottest Stocks: NVIDIA, SOITEC, TEL, ASM International, Qualcomm, and Panasonic.

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

-0.2%

20

Sem iconductor Stocks

Forw ard P/E

IDM
Intel

-0.4%

12

IBM

1.0%

11

Micron

-3.8%

5

Infineon

3.7%

20

Samsung Electronics

-2.4%



InvenSense

0.1%

325

STMicroelectronics

-1.5%

18

MagnaChip Semiconductor

-4.6%

11

Toshiba

-8.1%



Maxim

1.8%

20

Western Digital

-3.3%

7

MaxLinear

-0.1%

20

MediaTek

-0.9%



1.6%

12

NVIDIA

6.3%

39

SMIC

0.7%

61

Panasonic

3.9%

16

TSMC

-0.5%

15

Qualcomm

4.2%

14

UMC

-0.5%

14

Silicon Laboratories

-1.2%

22

Skyw orks

1.3%

14

Chip stocks eked a 0.2 gain,
extending their five week run.
Fabless jumped 1.2% with NVIDIA
coming out on top again. Foundry &
Subcons squeezed a 0.3% increase.
IDMS tumbled 3.3% with all
companies finishing in the red.

Foundry & Subcon
ASE

Fab-lite to Fabless
AMD

1.2%

38

Texas Instruments

-0.5%

20

Analog Devices

3.3%

17

Xilinx

3.7%

24

Broadcom

-0.8%

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

1.5%

15

Advantest

-1.9%



ASM International

4.4%

ASML

-0.4%

16

Teradyne

-1.1%

17

25

Xcerra

-0.1%

16

KLA-Tencor

1.7%

16

FormFactor

-2.6%

11

Lam Research

1.9%

14

Assembly:

Nanometrics

-3.1%

17

BESI

0.0%



Nikon

1.9%



Kulicke & Soffa

-0.3%

16

Oerlikon

-4.9%



ASM Pacific Technology

Equipm ent Stocks
Wafer Process:

Equipm ent Stocks
Test:

-7.0%

EDA Stocks

Rudolph Technologies

0.3%

18

TEL

4.5%



Cadence

-0.3%

22

Ultratech

-1.5%

20

Synopsys

-4.6%

20

Veeco Instruments

-4.7%

VLSIresearch … intelligence to make better decisions faster

Equipment stocks took a breather,
slipping 0.6%. WFE managed to etch a
0.1% gain, buoyed by strong gains from
TEL and ASM International. Test gave
back 1.0% while Assembly fell 2.4%.

EDA stocks sunk 2.5%.
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 Nikon 7731
Oerlikon OBH.SG Rudolph Technologies RTEC
Synopsys SNPS
Teradyne TER Tokyo
8035
Electron Limited
Ultratech UTEK
VECO
Veeco

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

-2.0%

15

Shin-Etsu

-1.4%



Cabot Microelectronics

-2.2%

DNP

-1.8%

19

SOITEC

4.8%





Tokyo Ohka

0.8%



Dow Electronic Materials

-1.2%

4

Versum Materials

0.3%

16

JSR

-4.2%

Electronic Materials fell 0.8% despite a
strong performance from SOITEC.



Electronic Materials' Stocks

VLSIresearch … intelligence to make better decisions faster

BASF BASFY
Cabot Microelectronics CCMP
7912
DNP
Dow Electronic Materials DOW
4185
JSR
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

83.4
84.2
86.8
85.6
87.4
88.4
89.6
92.2
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

Min Growth

87.5
87.4
88.1
87.9
90.5
93.3
95.4
92.8
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

EDA
Stocks

Companies
Down

90.5
91.0
91.2
89.2
90.9
94.3
96.4
93.5
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

Equipment Materials
Stocks
Stocks

Max Growth

14-Oct-16
21-Oct-16
28-Oct-16
04-Nov-16
11-Nov-16
18-Nov-16
25-Nov-16
02-Dec-16
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

Chip
Stocks

Companies
Up

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

2.2%
0.3%
-0.6%
-0.4%
3.5%
8.5%
0.9%
-4.4%
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%

41
33
33
11
38
44
44
16
53
33
44
13
36
45
26
52
23
28
39
36
24
36
40
20
41
18
5
46
47
36
32
23

11.8%
5.9%
14.1%
14.7%
17.7%
30.3%
15.8%
12.6%
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%

-14
-23
-24
-45
-17
-12
-13
-39
-3
-24
-11
-40
-20
-12
-31
-4
-33
-27
-18
-21
-33
-19
-17
-33
-16
-39
-53
-10
-10
-22
-25
-34

-10.2%
-9.8%
-27.1%
-10.5%
-6.8%
-5.0%
-2.4%
-11.8%
-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%

22.0%
15.7%
41.2%
25.2%
24.5%
35.3%
18.2%
24.4%
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%

95.3
95.7
95.0
93.1
96.7
97.5
98.9
97.9
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

-1.0%
0.4%
-0.7%
-1.9%
3.8%
0.8%
1.4%
-1.0%
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%

Weekly Growth

EDA
Stocks

Chip
Stocks

91.8
92.0
91.5
91.1
94.3
102.4
103.3
98.8
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

-2.4%
0.5%
0.2%
-2.2%
1.9%
3.8%
2.2%
-3.0%
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%

Equipment Materials
Stocks
Stocks
-1.8%
-0.1%
0.8%
-0.2%
3.0%
3.0%
2.3%
-2.7%
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%

-0.6%
1.0%
3.0%
-1.4%
2.2%
1.1%
1.4%
2.8%
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%

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
May 12th
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
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
May 12, 2017 & Before
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

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
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
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

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Links to Conference Call Transcripts
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
Western Digital (WDC) Q3 2017 Results - Earnings Call Transcript
Synaptics (SYNA) Q3 2017 Results - Earnings Call Transcript
Cypress Semiconductor (CY) Q1 2017 Results - Earnings Call Transcript
Cohu, Inc.'s (COHU) CEO Luis Müller on Q1 2017 Results - Earnings Call Transcript
Power Integrations (POWI) Q1 2017 Results - Earnings Call Transcript
Intel (INTC) Q1 2017 Results - Earnings Call Transcript
Skyworks Solutions (SWKS) Q2 2017 Results - Earnings Call Transcript
Teradyne (TER) Q1 2017 Results - Earnings Call Transcript
Amkor Technology's (AMKR) CEO Steve Kelley on Q1 2017 Results - Earnings Call Transcript
Cabot Microelectronics' (CCMP) CEO David Li 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
Entegris' (ENTG) CEO Bertrand Loy on Q1 2017 Results - Earnings Call Transcript
STMicroelectronics NV (STM) Q1 2017 Results - Earnings Call Transcript
Samsung Electronics (SSNLF) Q1 2017 Results - Earnings Call Transcript
United Microelectronics' (UMC) CEO Po Wen Yen on Q1 2017 Results - Earnings Call Transcript
Monolithic Power Systems' (MPWR) CEO Michael Hsing on Q1 2017 Results - Earnings Call Transcript
Seagate Technology Plc (STX) Q3 2017 Results - Earnings Call Transcript
Silicon Laboratories' (SLAB) CEO Tyson Tuttle on Q1 2017 Results - Earnings Call Transcript
Texas Instruments Incorporated (TXN) Q1 2017 Results - Earnings Call Transcript
B E Semicon's (BESIY) CEO Richard Blickman on Q1 2017 Results - Earnings Call Transcript
SK Hynix (HXSCL) Q1 2017 Results - Earnings Call Transcript
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