Presentations

SemiWEEK: Baseline Semiconductor Equipment Industry Growth. EUV buyer strategy; Stocks slipped
Andrea Lati
20 September, 2019
SemiWEEK: Hyperscale Fabless Capex and Baseline Semiconductor Industry Growth; Stocks soared
Andrea Lati
13 September, 2019
SemiWEEK: AI in the Fab, Fab Utilization, GF’s Lawsuit, Auto IC market, and Huawei update; Stocks soared
Andrea Lati
06 September, 2019
SemiWEEK: Huawei’s Impact on 2019’s Semiconductor Market. China, the question that won’t go away; Stocks jumped
Andrea Lati
30 August, 2019
SemiWEEK: KLA’s Automotive Strategy; ASML five star lithography supplier; Stocks fell
Andrea Lati
23 August, 2019
SemiWEEK: 3D not logical for Logic and NAND Scaling; FormFactor trusted test & measurement supplier; Stocks were flat
Andrea Lati
16 August, 2019
SemiWEEK: Trade War, Terry Higashi, Intel, Micron, EUV, and ASML; AMEC’s first triple crown win; Stocks fell
Andrea Lati
09 August, 2019
SemiWEEK: Trade War Upside; Assembly Equipment Outlook; ASM Pacific Technology secures triple crown for third year; Stocks plunged
Andrea Lati
02 August, 2019
SEMICONDUCTOR ANALYTICS
SemiWEEK: Test & Related Equipment Outlook; KOKUSAI ELECTRIC strong commitment to customers; Stocks rose
Andrea Lati
19 July, 2019
The Cook’s Tour: SkyWater Technology Foundry
G Dan Hutcheson
17 July, 2019
SemiWEEK: SkyWater Technology Foundry; Applied Materials Acquires Kokusai Electric; EV Group seventh triple crown win; Stocks rose
Andrea Lati
12 July, 2019
SemiWEEK: WFE Outlook; Stocks rose, the S&P 500 hit a new yearly high
Andrea Lati
06 July, 2019
SemiWEEK: The Silicon Cycle: Does Diversification Mute Volatility?; Technoprobe reigns as top probe card supplier; Stocks jumped
Andrea Lati
28 June, 2019
SemiWEEK: Alibaba at 7nm. China’s Critical Tech Weaknesses. Plasma-Therm #1 wafer fab equipment supplier; Stocks jumped
Andrea Lati
21 June, 2019
SemiWEEK: What could push the downturn into 2020; Advantest earns five stars with its best-ever score; Stocks crawled
Andrea Lati
14 June, 2019
SemiWEEK: Life After CMOS. Apple vs. Nikon revisited; Teradyne achieves record highest rating for an ATE Company; Stocks rebound
Andrea Lati
07 June, 2019
SemiWEEK: Trump's Trade War Impact on Semiconductors; Stocks decreased
Andrea Lati
31 May, 2019
SemiWEEK: China-fail factors, NAND Pricing stabilized, Applied Materials turns market, Samsung’s reach for tech crown; Stocks sunk
Andrea Lati
24 May, 2019
SemiWEEK: Inflation and how it is affecting globalization; Advanced Wafer Level Die Sort & Inspection; Stocks plunged
Andrea Lati
17 May, 2019
SemiWEEK: The End of Moore’s Law. GLOBALFOUNDRIES sells another fab; Stocks plunged
Andrea Lati
10 May, 2019