Canaries In The Chip Mine
- 2018-01-02 04:13:44
- Written by Super User
Over the years a number of companies in the IC Components,semiconductor and semiconductor equipment community have been labeled as “Canaries in the Coal Mine.” Back in the mid-90′s my partner(s) at INFRASTRUCTURE tagged wire bond equipment supplier Kulicke & Soffa as one of the most important canaries. We had several reasons for doing this:
1) K&S tools are shipped to assembly houses with relatively short lead times. 2) Swings in demand for wire bonding tools typically preceded up and down turns in the semiconductor cycle by a few quarters.
Pretty straightforward stuff….
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