SemiWEEK: Manufacturing Innovation Summit & Coronavirus Semiconductor Watch; Stocks slipped

1. Semiconductor WEEK: March 13, 2020An overview of results and conclusions from recent reports at VLSI Chip History Center Applied Materials introduces Producer wafer fab system: Applied Materials’ introduction of the Producer® in July 1998, marks an important turning point in the history of the semiconductor industry… The Chip Insider’s original review of Applied Materials' Producer: a new revolution is upon us … Semiconductor Stocks • VLSI Semiconductor Stock Indices plummeted as Coronavirus fears intensified • Semiconductor Stock Index plunged as the selloff accelerated • Semiconductor Equipment Stock Index tumbled with all companies finishing deep in the red • EDA Stock Index fared the best in a rough week • Electronics Materials Stock Index was hit the hardest • Hottest Stocks: Qualcomm, Intel, Cadence, JCET, Xilinx, andKulicke & Soffa Chip Market Research Services Flying into a headwind • Order activity for semiconductor equipment extended its decline for the fourth straight consecutive week amid mounting worries of flattening demand and supply disruptions • IC Inventory Levels Semiconductor Analytics Semi Market results from last week: Semiconductor sales dove deep Semiconductor Sales Nowcast: 1Q20/1Q19 Caught an infection, declining to +4% • Semiconductor Weather1 Report: COVID-19 Flu Chills • IC Supply-Demand2 Metrics: Returned to Balanced • Electronics Price Trend: Bottoming Overall Semi Sales Status Trend: Peaked: Mar 18 Cold with Dark Clouds: Sep 18 Freezing: Nov 18 Frozen: Jan 19 Freezing: Mar 19 Cold: May 19 Cool: July 19 Temperate: Oct 19 Sunny: Nov 19 Warm: Dec 19 Flu Chills: Feb 28

2. The Chip Insider®'s Graphics File • Order activity for semiconductor equipment extended its decline for the fourth straight consecutive week amid mounting worries of flattening demand and supply disruptions • The latter segment has short lead times and significant exposure to China • The Chip Price Performance Index (CPPI) surged 2.7 points This issue contains the latest forecast. Call us to access more details February 2020 Flying into a headwind

3. The Chip Insider® Graphics IC Inventories are rolling over IC Inventory Levels: chart gives rolling averages for semiconductor integrated circuit inventories held at OEMs, in Die Banks, and the total Inventory-to-Billing Ratio

4. Semiconductor Analytics Last Week in the Semiconductor Market: Semiconductor sales dove deep under 2019 levels last week as the rise in prices failed to break the fall of units, which caught pneumonia from COVID-19. COVID-19 finally infected the Semiconductor Nowcast, hitting DRAM, NAND, and Auto ICs hard. Semiconductor Sales Nowcast: 1Q20/1Q19Caught an infection, declining to +4% Semiconductor Weather1 Report: COVID-19 Flu Chills IC Supply-Demand2 Metrics: Returned to Balanced Electronics Pricing Trend: Bottoming • W/W: Week-over-Week sequential growth W/Q: Week-over-Quarter W/Y: Week-over-Year Thank you for supporting us through this last issue of 2018. Semiconductor Analytics will return January . Overall Semi Sales Status Trend: Peaked: Mar 18 Cold with Dark Clouds: Sep 18 Freezing: Nov 18 Frozen: Jan 19 Freezing: Mar 19 Cold: May 19 Cool: July 19 Temperate: Oct 19 Sunny: Nov 19 Warm: Dec 19 Flu Chills: Feb 28 • 1: Measures Order Activity 2: Measures Pricing Power

5. 2019 Semiconductor Market Drivers • Coronavirus has had a deep negative impact on Integrated Circuit sales in the first 2 weeks of February • Certainties: • Coronavirus Pandemic • China Slowdown • 5G: Smartphone, Auto, Industrial • Win 7 EoL refresh • 7/10nm and 5/7nm demand ramps • Memory Price Elasticity • Uncertainties: • Federal Reserve pulling punchbowl from party in January • 2020 Elections in U.S.

6. semiStockWEEK:VLSI's Semiconductor Stock Indices plummeted along with the market as Coronavirus fears intensified. Semiconductors -12%, Equipment -14%, EDA -5%, Electronic Materials -16%.

7. Semiconductor Stocks: Weekly Growth and Forward P/E Ratios by Company VLSI’s Semiconductor Stock Index plunged 11.6% amid broad market selloff IDM -14.3% Foundry & OSAT -11.5% Fabless & Fablite -10.9% AMD AMD Analog Devices ADI AmkorAMKR ASE ASX Broadcom AVGO IBMIBM Infineon IFNNY.PK Intel INTC JCET600584.SSKingpak Technology6238.TWO Micron Technology MU On Semiconductor ON Panasonic PC MagnaChip Semiconductor MX Maxim MXIM MaxLinear MXL MediaTek 2454.TW NVIDIA NVDAQualcomm QCOM Samsung Electronics 005930.KS Silicon Laboratories SLAB Skyworks SWKS SMIC SMI STMicroelectronics STM Texas Instruments TXN TSMC TSM UMC UMC Western Digital WDC Xilinx XLNX

8. Chip Equipment & Related Stocks:Weekly Growth and Forward P/E Ratios by Company VLSI’s Semiconductor Equipment Stock Index plunged 13.9% with all companies finishing deep in the red WFE -15.0% Test -11.6% Assembly -12.1% Applied Materials AMAT Advantest ATEYY ASM International ASMI ASM Lithography ASML ASM Pacific 0522.HK BE Semiconductor BESIY.PK FormFactorFORM KLA KLAC Kulicke & Soffa KLIC Lam Research LRCX Onto Innovation ONTO Nikon 7731 Teradyne TER Tokyo Electron Limited 8035 Veeco VECO

9. Electronic Materials Stocks:Weekly Growth and Forward P/E Ratios by Company VLSI’s EDA Stock Index recorded the smallest decline among segments VLSI’s Electronics Materials Stock Index fared the worst, plummeting 16.3% BASF BASFY Cabot Microelectronics CCMPCadence CNDS DNP 7912 DuPont DD JSR 4185 Shin-Etsu 4063 SOITEC SOI.PA Synopsys SNPS Tokyo Ohka 4186