Surprising Near-Term versus Long-Term Decadal Trends G. Dan Hutcheson The Chip Insider® Near-Term versus Long-Term Decadal Trends: As everyone knows, the near-term picture has been darkening for some time. DRAM and Foundry markets started to shift
Still green but clouds loom Andrea Lati Order activity for semiconductor equipment extended its decline, slipping to 84 degrees All segments trended lower led by Subcon/Adv. Packaging and SOC Computing where temperatures slid more than 4 points The
Chips and Science Act G. Dan Hutcheson The Chip Insider® What’s Happening and What’s the Meaning: Chips and Science Act Passed: I must admit, I had been saying I didn’t expect the US Congress to get its act together and pass this bill. You’ll recall
It’s cooling off as more fog rolls in Andrea Lati Order activity for semiconductor equipment continued to trend lower, slipping to 86 degrees Subcon/Adv. Packaging led the decline with temperatures tumbling 8 points last week Even though the overall
Exchange Rates. Forecasting Guide. Risk vs Uncertainty G. Dan Hutcheson The Chip Insider® Comments, Questions & Answers: “Dan, what’s up with exchange rates?” The Euro is at parity with the Dollar and the Yen is approaching 140 to the dollar. Back at
Temperatures are cooling off, but the path is still clear Andrea Lati Order activity for semiconductor equipment continued to cool off, slipping to 88 degrees Despite the recent slowdown, order activity remains in a healthy expansion phase Bookings
SEMICON West. SMIC’s 7nm Chips. EUV changing Fab Economics G. Dan Hutcheson The Chip Insider® SEMICON West was packed as the world’s silicon-birds came back to their migratory path, after two years of various COVID forced lockdowns, in an attempt to
