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Semiconductor Sales were up 22% YoY the week ending Feb 09, 2024

Semiconductor Sales were up 22% YoY the week ending Feb 09, 2024

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.
February 20, 2024 Feb 20
Automotive Outlook

MWC Video Series Part 5: Automotive Outlook

Explore the evolving landscape of connected cars as Roger Lanctot, Director of Automotive Connected Mobility, and Greg Basich, Associate Director of Global Automotive at TechInsights, discuss the transformative impact of 5G technology.
February 20, 2024 Feb 20
Marvell Fills In Octeon 10

Marvell Fills In Octeon 10

Marvell has filled out the lower end of its Octeon 10 family of data-processing units with a big jump in silicon process node.
February 19, 2024 Feb 19
5th-Gen Xeon Goes to 64 Cores

5th-Gen Xeon Goes to 64 Cores

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.
February 19, 2024 Feb 19
Mobile Computing Outlook

MWC Video Series Part 4: Mobile Computing Outlook

Join David Watkins and Eric Smith as they present their predictions for mobile computing at Mobile World Congress 2024 in Barcelona.
February 14, 2024 Feb 14
Qualcomm SDR875

Qualcomm SDR875

Unlock the power of mobile communication with Qualcomm's SDR875 transceiver in Samsung Galaxy S24 Ultra. Learn about its innovative features and impact in our preliminary analysis on the TechInsights Platform.
February 13, 2024 Feb 13
The Chip Insider®– SMEE’s 193nm Immersion Tool: Is it competitive?

The Chip Insider® – SMEE: is it competitive? Decoding ASML names.

SMEE’s 193nm Immersion Tool: Is it competitive? Decoding ASML lithography tool names: Ever wonder if there was an easy way to decode ASML's scanner names into good-better-best categories?
February 12, 2024 Feb 12
Semiconductor Sales were up 24% YoY the week ending Feb 02, 2024

Semiconductor Sales were up 24% YoY the week ending Feb 02, 2024

Semiconductor sales decreased 12% last week but were up 24% from this time last year. Zooming in on Analog & Power IC, the 13-week MA is trending lower and ended at -4% YoY last week. TechInsights forecasts Analog & Power IC sales will be flat in 2024 at $108 billion.
February 12, 2024 Feb 12
Cloud Investments are Sizzling Hot

Cloud Investments are Sizzling Hot

Order activity for semiconductor equipment increased. Memory continues to lead in the recovery. The AI semiconductor chip fever shows no sign of cooling down. This report provides key performance indicators across the semiconductor and equipment manufacturing supply chain.
February 12, 2024 Feb 12
Renesas RZ/G3S Targets IoT Gateways

Renesas RZ/G3S Targets IoT Gateways

Renesas’s RZ/G3S targets IoT gateway systems, dropping camera inputs, display processing, and other graphic elements while retaining basic audio support.
February 12, 2024 Feb 12
AMD Phoenix Brings AI to The Desktop

AMD Phoenix Brings AI to The Desktop

With the first desktop processors to integrate a dedicated AI inference engine and dramatically better graphics, AMD hopes to give PC enthusiasts a reason to upgrade.
February 12, 2024 Feb 12
Connected Industries Outlook

MWC Video Series Part 3: Connected Industries Outlook

Gina Luk, Director of Telecom Strategies, and Eric Balossier, Lead Semiconductor Market Analyst, discuss the dedicated focus on connected industries at MWC. Encompassing a broad spectrum from health to hospitality, mining to maritime, aviation to agriculture, they will will explore the industries expected to drive the next wave of transformation through digitalization, automation, speed, sustainability, and safety.
February 12, 2024 Feb 12
Inside Huawei's Technological Revolution

Inside Huawei's Technological Revolution

Discover the technological strides of Huawei with TechInsights in our deep dive. From the Mate 60 Pro to the Huawei Qingyun L540 laptop, explore groundbreaking devices and pivotal events shaping China's tech landscape.
February 08, 2024 Feb 8
ISSCC 2024 – A "Memory" Day at the Conference

ISSCC 2024 – A "Memory" Day at the Conference

The 2024 IEEE International Solid-State Circuits Conference (ISSCC) will be held February 18–22, 2024 at the San Francisco Marriott Marquis. Check out these relevant reports on the TechInsights Reverse Engineering Platform, before the sessions to better appreciate the papers.
February 07, 2024 Feb 7
Telecoms Outlook

MWC Video Series Part 2: Telecoms Outlook

TechInsights analysts Gina Luk, Director of Telecom Strategies, and Waseem Haider, Principal Analyst in IoT & Enterprise Research, are set to unravel the compelling topics poised to take center stage at MWC 2024.
February 07, 2024 Feb 7
The Chip Insider®– Fed rate changes. Samsung iAI. TSMC behind. Huawei EDA.

The Chip Insider®– Fed rate changes. Samsung iAI. TSMC behind. Huawei EDA.

This blog delves into what Federal Chair Powell didn’t say, Samsung’s iAI strategy, whether TSMC is falling behind and how Huawei obtained EDA tools.
February 05, 2024 Feb 5

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