News

Semi WEEK: Advanced Packaging WFE Market; The IC forecast for 2017 was upgraded; SV TCL Solid Commitment to Customers; stocks rose




Semiconductor WEEK:

July 21, 2017

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

Customer Satisfaction Survey

It’s



White Paper: SV TCL Solid Commitment to Customers

red hot out there…
Order activity continued to heat up, hitting a new high
The IC forecast for 2017 was upgraded to +15%
VLSIresearch’s CPPI jumped to new highs
Equipment Sales is bouncing at record levels

The Chip Insider
Equipment: Advanced Packaging WFE Market
Strategy and Tactics: Yield Management shifting time zones

Semiconductor Analytics

Semiconductor Stocks

Semi Market results from last week:
• Semi Sales in a Super-Cycle:






Week-over-Year Sales Soared
IC Sales 2Q17 Nowcast: Slipped
IC Weather1 Report: Hotter
IC Supply-Demand2 Metrics: Foundry easing

Electronics Price Trend: Pressure Easing
Overall Semi Sales Status: in Upturn

Chip making stocks extended gains
Chip stocks increased to a new high

Equipment stocks soared to a new high



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IDMs surged
WFE rocketed

EDA stocks etched a gain
Electronic Materials hit a new high
Hottest Stocks: Toshiba, ASML, ASM International,
MagnaChip Semiconductor, ASM Pacific Technology, and
Advantest

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

solid commitment to customers
VLSIresearch Customer Satisfaction Survey 2017

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Click for White Paper
Content approved for public 2017 VLSI Research Inc. All rights reserved. Distribution rights All rights reserved.
Copyright © release with attribution. Copyright © 2017 VLSI Research Inc. contained in T&Cs.

SV TCL awarded one of THE BEST
Supplier in Subsystems
• SV TCL, a leading provider of
innovative, high performance Probe
Card Solutions, achieves THE BEST
award

SUBSYSTEMS

VLSI Stars

FormFactor
Technoprobe

– this is fifth consecutive year company has
received the award

• Awarded 4½ VLSI Stars by customers
– with a strong rating of 8.86

• The survey results show that customers
praise SV TCL’s value-driven strategy to
solve unique test problems

VLSIresearch … intelligence to make better decisions faster

Xcerra
Japan Electronic Materials
VAT
Copyright © 2017 VLSIresearch. All rights reserved.

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

SV TCL’s Approach to Customer Satisfaction
• Leadership in value-driven probe card
solutions
– Innovation to provide the lowest cost of test solutions
– Combining engineering, sales, customer service,
manufacturing, and quality assurance with competitive
pricing

• Innovative provider of high performance
probe card solutions
– Extensive product line for diversified applications
• Logic, LCD, and CIS devices

• Strong worldwide infrastructure
– Global operations to support global manufacturing
networks
– Manufacturing, sales & support in China, Europe,
Japan, Singapore, Taiwan, US, and Vietnam regions

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

The Chip Insider®’s Graphics File
June 2017
It’s red hot out there…


This issue contains the latest
forecast.

Order activity continued to heat up, hitting a
new high for the year
The IC forecast for 2017 was upgraded to
+15%
VLSIresearch’s CPPI jumped to new highs

Call us to access more details

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

The Chip Insider® Graphics
Equipment Sales is bouncing
at record levels

Worldwide Chip Making Equipment Markets: Chart shows rolling
averages in $B for semiconductor equipment orders and revenues,
contrasted against a 36-month rolling average of revenues

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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 in a Super-Cycle:



Week-over-Year Sales Soared
IC Sales 2Q17 Nowcast:
Slipped
IC Weather1 Report:
Hotter
IC Supply-Demand2 Metrics:
Foundry easing

• Electronics Price Trend:
Pressure Easing

Overall Semi Sales Status: in Upturn
Storms break: Aug 15
Possible Bottom: Jan 16
in Upturn, Warm: Jul 16
Sunny: Jan 17

Cold-Front: Oct 15
Bottoming Apr 16
Sunny: Aug 16
Warm: Mar 17

S-D Glut: Nov 15
S-D Shortage: Jul 16
Hot: Nov 16
Cooling: Dec 16
Hot: Mar 17

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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:
Pressure Easing

1 Quarter Moving Average

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

The Chip Insider®
Equipment & Emerging Markets
Advanced Packaging WFE Market



Advanced Packaging WFE Sizing
Advanced Packaging Equipment Suppliers
Higher Growth for Advanced Packaging Equipment
VLSI’s View

Semicon West 2017
• Sub-fab, China, 2.5 and 3D packages, RF Devices,
Automotive markets

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

The Chip Insider®
Strategy & Tactics
Strategy and Tactics: Yield Management
shifting time zones

Maxims: Invest broadly in the future and foster a
culture of innovation
 Edwards, the other vacuum company in the
UK
 How they used culture to rise out of the
vacuum commodity

Focal Points:
Yield management and its shifting time zones
 Waves of Yield Management Eras
• What were they…
Chip History Landmarks:
• How each shift was competitively
• The Dawn of the CD SEM
disruptive
 How a new wave is driving a major shift today • Hitachi’s (now Hitachi High-Technologies)
• add-on accessory
 Will you be disrupted or be the disruptor?
– the Model EP-1035

What’s Happening and What’s the Meaning:
• Advantest ships the 5,000th V93000 test system

“History never repeats itself but it often rhymes.”
—as Mark Twain is reputed to have said

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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:

New: EV Group earns a fifth triple crown
New: Advantest wins 5 stars from customers
New: Teradyne rated THE BEST ATE supplier

Why Memory is a Bottleneck … With
Er-Xuan Ping of Applied Materials
Applied Wisdom with Jim Morgan

Tom Caulfield of GLOBALFOUNDRIES
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.

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7/18/17
Content approved for public release with attribution. Copyright © 2017 VLSI Research Inc. All rights reserved.

VLSIresearch appears next @
• Flash Memory Summit

• Semicon Taiwan

– August 8-10, 2017; Santa Clara, CA

VLSIresearch … intelligence to make better decisions faster

– September 13 – 15, Taipei, TW

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Semi Stock Week:

Chip making stocks extended their gains with three of the

indices hitting a new high for the year. Semiconductors +0.6%, Equipment +3.0%, EDA +0.8%, Electronic Materials
+0.2%. Hottest Stocks: Toshiba, ASML, ASM International, MagnaChip Semiconductor, ASM Pacific Technology,
and Advantest.

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Semiconductor WEEK:
How to subscribe

Go to VLSIresearch.com

Click Here to open a
Subscription Window

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Semiconductor Stocks:
Weekly Growth and Forward P/E Ratios by Company
Weekly Gains
Price
Change

Forw ard P/E

Price
Change

Forw ard P/E

Intel

0.1%

12

Cavium

0.9%

19

IBM

-4.7%

Micron

0.7%

11

5

Infineon

-2.2%

18

Samsung Electronics
STMicroelectronics

1.2%

MagnaChip Semiconductor

7.7%

14

2.2%

17

Maxim

-4.2%

19

Toshiba

19.8%

MaxLinear

-5.9%

14

Western Digital

0.4%

8

MediaTek

0.4%

NVIDIA

1.9%

48

Sem iconductor Stocks
IDM

Foundry & Subcon

Sem iconductor Stocks

ASE

-1.1%

12

Panasonic

-0.4%

17

SMIC

1.2%

24

Qualcomm

-5.2%

14

TSMC

-1.1%

15

Silicon Laboratories

2.0%

21

UMC

2.9%

18

Skyw orks

3.3%

15

Texas Instruments

-0.4%

20

Xilinx

-2.1%

23

Fab-lite to Fabless
AMD

-0.3%

48

Analog Devices

-3.2%

17

Broadcom

1.1%

Chip stocks gained 0.6%, hitting
a new high for the year. IDMs
soared 4.1% buoyed by Toshiba.
Foundry & Subcons increased
0.5% and Fabless slipped 0.7%.
AMD AMD Analog Devices ADI ASE ASX
Broadcom AVGO Cavium CAVM IBM IBM
Infineon IFNNY.PK Intel INTC 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

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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%

14

Advantest

5.8%

ASM International

8.4%

15

Teradyne

3.3%

17

ASML

10.3%

27

Xcerra

-0.7%

15

KLA-Tencor

0.3%

15

FormFactor

3.5%

11

Lam Research

4.0%

15

Assembly:

Nanometrics

2.5%

17

BESI

0.0%

Nikon

2.9%

Kulicke & Soffa

-0.5%

14

Oerlikon

-2.2%

ASM Pacific Technology

Rudolph Technologies

1.7%

18

TEL

3.5%

Veeco Instruments

4.0%

Equipm ent Stocks
Wafer Process:

Equipm ent Stocks
Test:

6.3%

EDA Stocks
Cadence

0.7%

23

Synopsys

0.9%

21

VLSIresearch … intelligence to make better decisions faster

Equipment stocks soared 3.0% to a
new high for the year. WFE surged
3.3% with most of the companies in
the green. Test jumped 2.8% and
Assembly gained 1.9%.
EDA etched a 0.8% gain.
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
7731 Oerlikon OBH.SG Rudolph
Nikon
Technologies RTEC Synopsys SNPS
Teradyne TER Tokyo Electron
Limited 8035
Veeco VECO

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

-1.9%

15

Shin-Etsu

1.6%

Cabot Microelectronics

1.5%

20

SOITEC

3.5%

DNP

-2.1%

Tokyo Ohka

-1.3%

Dow Electronic Materials

-0.1%

4

Versum Materials

5.7%

18

JSR

-4.8%

Electronic Materials eked a 0.2% gain,
hitting a new yearly high.

Electronic Materials’ Stocks

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

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
111.7
116.0
117.1
113.8
117.1
115.2
113.8
117.3
117.6

Min Growth

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
128.6
130.9
130.3
126.1
127.9
121.3
124.3
130.3
134.3

EDA
Stocks

Companies
Down

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
117.1
118.4
118.9
117.4
120.2
116.9
117.4
121.7
122.4

Equipment Materials
Stocks
Stocks

Max Growth

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
26-May-17
02-Jun-17
09-Jun-17
16-Jun-17
23-Jun-17
30-Jun-17
07-Jul-17
14-Jul-17
21-Jul-17

Chip
Stocks

Companies
Up

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

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%
5.7%
1.5%
-1.4%
-1.6%
0.5%
-2.1%
0.4%
3.0%
0.8%

33
44
13
36
45
26
52
23
28
39
36
24
36
40
20
41
18
5
46
47
36
32
23
42
44
19
11
37
6
38
52
35

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%
11.1%
9.8%
16.7%
14.7%
23.9%
19.0%
7.1%
12.4%
19.8%

-24
-11
-40
-20
-12
-31
-4
-33
-27
-18
-21
-33
-19
-17
-33
-16
-39
-53
-10
-10
-22
-25
-34
-15
-10
-36
-45
-19
-50
-18
-4
-20

-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%
-3.5%
-3.8%
-6.0%
-12.6%
-5.6%
-11.9%
-7.0%
-11.6%
-5.9%

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%
14.6%
13.6%
22.7%
27.3%
29.5%
30.9%
14.1%
24.0%
25.7%

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
107.9
108.9
108.6
108.7
108.9
108.2
108.3
109.8
110.4

-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%
1.4%
1.0%
-0.3%
0.1%
0.2%
-0.6%
0.1%
1.4%
0.5%

Weekly Growth

EDA
Stocks

Chip
Stocks

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
124.0
125.8
124.1
122.1
122.7
120.2
120.7
124.3
125.3

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%
2.0%
1.1%
0.4%
-1.2%
2.4%
-2.8%
0.4%
3.7%
0.6%

Equipment Materials
Stocks
Stocks
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%
1.5%
1.8%
-0.4%
-3.2%
1.4%
-5.1%
2.4%
4.9%
3.0%

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%
0.8%
3.8%
1.0%
-2.9%
2.9%
-1.6%
-1.2%
3.1%
0.2%

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Links to Conference Call Transcripts
July 21st
Skyworks Solutions’ (SWKS) CEO Liam Griffin on Q3 2017 Results – Earnings Call Transcript
Maxim Integrated Products’ (MXIM) CEO Tunc Doluca on Q4 2017 Results – Earnings Call Transcript
Aehr Test Systems’ (AEHR) CEO Gayn Erickson on Q4 2017 Results – Earnings Call Transcript
QUALCOMM’s (QCOM) CEO Steve Mollenkopf on Q3 2017 Results – Earnings Call Transcript
ASML Holding’s (ASML) CEO Peter Wennink on Q2 2017 Results – Earnings Call Transcript
July 14, 2017 & Before
Taiwan Semiconductor Manufacturing Company’s (TSM) CEO Mark Liu on Q2 2017 Results – Earnings Call
Transcript
Micron Technology’s (MU) CEO Sanjay Mehrotra on Q3 2017 Results – Earnings Call Transcript
Micron Technology’s (MU) Management Presents at Nasdaq 36th Investor Program Conference (Transcript)
Micron Technology’s (MU) Presents at Robert W Baird Global Consumer, Technology & Services Broker
Conference 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
QUALCOMM’s (QCOM) Management Presents at Bank of America Merrill Lynch 2017 Technology Conference (Transcript)
Keysight Technologies’ (KEYS) CEO Ron Nersesian on Q2 2017 Results – Earnings Call Transcript
IDT’s (IDT) CEO Shmuel Jonas on Q3 2017 Results – Earnings Call Transcript
Micron Technology’s (MU) Management Presents at Bank of America Merrill Lynch 2017 Global Technology Conference
(Transcript)
Advanced Micro Devices (AMD) Presents at Advanced Micro Devices at the Bank of America Merrill Lynch Global
Technology Broker’s Conference (Transcript)
Cisco (CSCO) Management Presents at Bank of America Merrill Lynch 2017 Global Technology Conference (Transcript)
Advanced Micro Devices (AMD) Management Presents at Stifel Nicolaus 2017 Technology Internet & Media Conference Transcript
Micron Technology (MU) Management Presents at Stifel 2017 Technology, Internet and Media Conference (Transcript)
Advanced Micro Devices’ (AMD) CEO Lisa Su Presents at Computex 2017 (Transcript)
Broadcom’s (AVGO) CEO Hock Tan on Q1 2017 Results – Earnings Call Transcript
Semtech’s (SMTC) CEO Mohan Maheswaran on Q1 2018 Results – Earnings Call Transcript
Hewlett Packard Enterprise’s (HPE) CEO Meg Whitman on Q2 2017 Results – Earnings Call Transcript
HP Inc’s (HPQ) Management Presents at Bernstein’s 33rd Annual Strategic Decisions Conference
Analog Devices’ (ADI) CEO Vincent Roche on Q2 2017 Results – Earnings Call Transcript

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Links to Conference Call Transcripts
Marvell Technology Group’ (MRVL) CEO Matt Murphy on Q1 2018 Results – Earnings Call Transcript
Hanwha Q CELLS (HQCL) Q1 2017 Results – Earnings Call Transcript
Micron Technology’s (MU) Management Presents at JP Morgan Global Internet, Media and Technology Brokers Conference
(Transcript)
Advanced Micro Devices (AMD) Presents at JPMorgan Technology, Media & Telecom Conference (Transcript)
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

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Links to Conference Call Transcripts
Semiconductor Manufacturing International’s (SMI) CEO Haijun Zhao on Q1 2017 Results – Earnings Call Transcript
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
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

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