Presentations

SemiWEEK: Memory: Creating Demand and New Markets; Stocks were flat
Andrea Lati
14 December, 2018
SemiWEEK: GF’s Strategy, AI in the Fab, Automotive Disruption; Stocks plummeted
Andrea Lati
07 December, 2018
SemiWEEK: Order activity was pretty level over the Thanksgiving holiday week; Stocks soared
Andrea Lati
30 November, 2018
SemiWEEK: SEMI ITPC: 2018 a game changing event. Apple vs. Nikon camera shoot out; 3Q 2018 WFE Supplier Sales; Stocks fell
Andrea Lati
23 November, 2018
SemiWEEK: Advanced Packaging Enters in Yield Management Era with KLA-Tencor’s Kronos™ 1080; Stocks fell
Andrea Lati
16 November, 2018
SemiWEEK: FIRRMA. averasemi, Intel broadens strategy. IBM AI Research developments; Foundry & IDM Capex; Stocks mixed
Andrea Lati
09 November, 2018
SemiWEEK:Can China match Western technology and Trump’s strategic counter. TI/ST market shock. GF pivots in China; Stocks Rocketed
Andrea Lati
02 November, 2018
SemiWEEK: Samsung moves EUV to production and the Grinch steals Chip Christmas; Stocks Plummeted
Andrea Lati
26 October, 2018
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SemiWEEK: My worst forecast. The Rise of Mature Silicon. GF’s GTC; WFE Demand: Who and How Much they are Spending; Stocks fell
Andrea Lati
19 October, 2018
SemiWEEK: Semiconductor Equipment Outlook; Stocks plummeted again
Andrea Lati
12 October, 2018
SemiWEEK: AI: Where’s the Chip? The IoT Trojan Horse Business Model; Stocks plummeted
Andrea Lati
05 October, 2018
SemiWEEK: Moore’s Law slowing: Curse or Cure?; Stocks fell
Andrea Lati
28 September, 2018
SemiWEEK: Broadcom’s post-Qualcomm Strategy, Intel, TSMC, SEMI; Stocks increased
Andrea Lati
21 September, 2018
SemiWEEK: Anatomy of a Downturn; 2Q 2018 WFE Supplier Performance; Stocks declined
Andrea Lati
14 September, 2018
SemiWEEK: AI 902: What comes after Moore’s Law? 7nm, 3nm, GF, and Edwards; Stocks plummeted
Andrea Lati
07 September, 2018
SemiWEEK: AI 902: Semiconductor Devices. Trump’s Trade War; Stocks rose
Andrea Lati
31 August, 2018
SemiWEEK: AI 101: Training vs. Deployment. Artificial Intelligence: a new definition; Stocks soared
Andrea Lati
24 August, 2018
SemiWEEK: AI in the Fab, TSMC virus; Foundry & IDM Capital Expenditures; ASM Pacific Technology earns triple crown; Stocks plummet
Andrea Lati
17 August, 2018
SemiWEEK: Moore’s Law Slowing? Ten years after the crash of 2008; Nidec SV TCL five star commitment to customers; Stocks fell
Andrea Lati
10 August, 2018
SemiWEEK: Computer Architecture – What it’s all about; ASML prevails as five star lithography supplier; Stocks were flat
Andrea Lati
03 August, 2018