Presentations

SemiWEEK: Beyond the Tradition of Moore's Law; The CPPI turned south; stocks surged
Andrea Lati
25 November, 2017
Semi WEEK: Stocks tumbled; Happy Holidays to all and to all a good cycle
Andrea Lati
30 December, 2016
Semi WEEK: Happy Holidays to all and to all a good cycle; Stocks soared
Andrea Lati
23 December, 2016
Semi WEEK: The road is clear into the second half; Intelís 10 Year Strategy; Silicon Demand
Andrea Lati
12 August, 2016
Semi WEEK: Advantest continues to rally customer satisfaction; Assembly and test market shares
Andrea Lati
10 June, 2016
Semi WEEK: Intelís branding, Danís position on the 2H, The Importance of Drivers; Stocks extend loss
Andrea Lati
06 May, 2016
Semi WEEK: Spring orders are flitting like butterflies; Equipment Outlook; Stocks tumbled
Andrea Lati
29 April, 2016
Semi WEEK: Spring's here for equipment suppliers; new semiconductor market structure; Stocks rose
Andrea Lati
22 April, 2016
SEMICONDUCTOR ANALYTICS
Semi WEEK: 2015 Critical Subsystems market and suppliers; Nikon LithoVision; HHT Portland Center
Andrea Lati
15 April, 2016
Semi WEEK: How 200mm can be better than 300mm; Inventory to billings is trending lower; Stocks fell
Andrea Lati
08 April, 2016
Semi WEEK: Andy Grove as an Industry Change Agent; Order activity was relatively flat; mixed trends
Andrea Lati
01 April, 2016
Semi WEEK: Order activity jumped; End of Moore's Law revisited, Capacity Utilization; Stocks end win
Andrea Lati
25 March, 2016
Semi WEEK: 2015 Top Semi Equip Suppliers; Memory pricing under pressure; 200mm new 450, Stocks hot
Andrea Lati
18 March, 2016
Semi WEEK: Equipment Supplier Performance; Utilization rates; Problems are markets, stocks gain
Andrea Lati
11 March, 2016
Semi WEEK: Wafer Fab Capital Expenditures by Segment; Order activity jumped a point, stocks surged
Andrea Lati
04 March, 2016
Semi WEEK: Drivers and Draggers; Order activity continued to improve; Stocks rise
Andrea Lati
26 February, 2016
Semi WEEK: Order activity continued to warm up; Lam versus VLSI, Stocks rallied
Andrea Lati
19 February, 2016
Semi WEEK: VLSIresearch Celebrates 40 Years; TSMC wafer costs; Capacity Utilization; Stocks tumbled
Andrea Lati
12 February, 2016
Semi WEEK: VLSIresearch Celebrates 40 Years; Auto Semiconductors and Auto Cars; Stocks tumbled
Andrea Lati
05 February, 2016
Semi WEEK: 2016 Tactical Forecast;  Made in China 2025; Activity moved higher; Stocks extended gains
Andrea Lati
29 January, 2016