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SEMI Week: 450mm and Moore’s Wall; IC Inventories; Order activity & chip stocks edge higher

 Andrea Lati
  4th-Apr-2014
Description: 450mm and Moore’s Wall: Connecting the Dots. The vertical re-integration of semiconductors. IC Sales Jumped. Last week above last year’s level. 1Q maintaining a steady rise. Order activity edged higher. VLSIresearch’s The CPPI slid. Chip making stocks finished the week higher despite Friday’s big selloff
Views: 6674
Domain: Electronics
Category: Business
Contributing Organization: VLSIresearch
 ‐ More of their Presentations
SEMICONDUCTOR ANALYTICS
Contents:
Semiconductor WEEK:

April 4, 2014
An overview of results and conclusions from recent reports at VLSI
Semiconductor Stocks
‡ Chip making stocks finished the week higher
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‡ Chips rose 0.5%
± IDMs being the best performers while Fabless struggled
± Micron beat the Street estimates

‡ Equipment stocks had another solid week, up 0.9%
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