Observation and Analysis for the Semiconductor Cycle with a State ...
Observation and Analysis for the Semiconductor Cycle with a State ...
Observation and Analysis for the Semiconductor Cycle with a State ...
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<strong>Analysis</strong> <strong>and</strong> Consideration:<br />
Incorporation of Explanatory Variables into <strong>Cycle</strong><br />
Factor<br />
• Based on considerations from principal components analysis,<br />
<strong>the</strong> explanatory variables could be incorporated into <strong>the</strong><br />
cycle factor<br />
c<br />
n<br />
U<br />
n<br />
MP<br />
MR<br />
U<br />
: YoY change<br />
n<br />
n<br />
,<br />
,<br />
<br />
n<br />
MP<br />
: YoY change<br />
: YoY change<br />
: regression<br />
n<br />
of<br />
MR<br />
of<br />
semiconductor unit shipment<br />
of<br />
n<br />
unit price of<br />
unit price of<br />
coefficient<br />
<br />
n3<br />
,<br />
<br />
n3<br />
microcomponent<br />
memory<br />
~<br />
N(0, <br />
2<br />
3<br />
)<br />
Graduate School of Business Science/University of Tsukuba<br />
13