The International Energy Agency (IEA) Energy Innovation Forum last week in Paris marked a pivotal moment in the global dialogue on sustainable energy. This event, coinciding with the IEA's 50th anniversary, wasn't just a milestone; it was a springboard for action, focusing on the critical role technology plays in accelerating the global transition to a secure, sustainable, and affordable energy future.

Semiconductor sales were flat last week but were up 17% from this time last year. Zooming in on DRAM IC, the 13-week MA jumped a whopping 79% YoY last week. TechInsights forecasts DRAM IC sales will increase 46% to $78 billion in 2024.

You're likely familiar with Sam Altman’s endeavors to reshape the global semiconductor industry, a plan of unprecedented trillion-dollar scale. Let's explore some comparisons to put it in perspective.

Semiconductor equipment order activity increased to 72 °F for the first time in 16 months. Most of the action is coming from the Compute, Mobile, and Memory markets as the end-market demand is recovering and inventories are getting back to balanced levels.

Semiconductor sales increased 4% last week and were up 22% from this time last year. Zooming in on Auto IC, the 13-week MA increased 8% YoY last week. TechInsights forecasts Auto IC sales will increase 10% at $46 billion in 2024.

Marvell has filled out the lower end of its Octeon 10 family of data-processing units with a big jump in silicon process node.

Intel’s fifth-generation Xeon family shows solid performance improvements over the prior generation, but not enough to beat its nemesis on core count or performance.