This blog offers valuable insights into recent developments in the ever-changing landscape of technology and geopolitics, answering pressing questions about Hi-NA EUV, the Intel-UMC Partnership, and Taiwan's elections.

Order activity for semiconductor equipment held. Memory continues to lead in the recovery. There were very minor changes made to our forecasts this month. This report provides key performance indicators across the semiconductor and equipment manufacturing supply chain.

NXP and TI have updated their automotive radar SoCs with new versions intended for centralized processing of radar data.

Introducing the Amazon Echo Show 5 H97N6S – the pinnacle of smart displays. With a 5.5-inch touchscreen, powerful hexa-core processing, and the new Vega OS, it promises a seamless user experience. Enhanced with a 2 MP front camera, upgraded speaker, and compatibility with WiFi 5, Bluetooth, and Matter protocol.

TechInsights' Semiconductor Analytics Report: Semiconductor sales rocketed 20% last week and were up 17% from this time last year. Zooming in on NAND IC, the 13-week MA increased to 20% YoY growth last week. TechInsights forecasts NAND IC sales will result with a 29% YoY decline to $39 billion in 2023.

Now that the great shortage is long over and the resulting glut’s almost over… it’s a good time to ask: What did we learn? Do we need to change? What do we do differently going forward? How do we better balance risk versus cost?

TechInsights has forecast a doubling of semiconductor sales over the next decade. Some of the dynamics playing out in processors and memory may impact that forecast.