Intel's Radical Post-Global National Mesh Strategy
Strategy and Tactics: Intel's radical Post-Global National Mesh strategy
Semiconductor Sales on Track to Reach $0.7T in '22
Semiconductor Sales on Track to Reach $0.7T in '22 G. Dan Hutcheson Semiconductor Analytics report Semiconductor sales jumped W/W in the third week of March, with sales passing 50% Y/Y. The IC weather heated up 6°F last week. The March forecast
Worldwide OEM Electronics Sales Soared 19% Last Year
Worldwide OEM Electronics Sales Soared 19% Last Year Updates to Semiconductor Market Research Services on Website & Mobile App: ForecastPro Module Electronics & Macroeconomy - V22.03 Historical Ratios & Utilization Rates - V22.03 Diffusion Rates of
It's Hot but Supply Constraints Are Holding Up Growth
It's Hot but Supply Constraints Are Holding Up Growth Andrea Lati The Chip Insider® Semiconductor Equipment Weather Report Order activity for semiconductor equipment slipped to 113 degrees All segments held their ground at record levels, except for
Critical Subsystems Driving Forces Update
Critical Subsystems Driving Forces Update Updates to Critical Subsystems on Website Substrate Processing Equipment Forecasts Semiconductor and Related Equipment Annual Unit Shipments v22.02ML DF Semiconductor and Related Equipment Quarterly Unit
Lam Research's Selective Etcher and COVID Strikes Again
Lam Research's Selective Etcher and COVID Strikes Again G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Lam Research's Selective Etcher. COVID Strikes Again. What's Happening and What's the Meaning: Lam Research's Selective Etcher: Lam has
2021 Top Semiconductor Equipment Suppliers
2021 Top Semiconductor Equipment Suppliers The Chip Insider® Equipment & Emerging Markets 2021 was a very strong year for the equipment suppliers with sales soaring to record-highs. However, severe supply chain shortages made 2021 a challenging year
Analog & Power Rising Like 2021
Analog & Power Rising Like 2021 G. Dan Hutcheson Semiconductor Analytics Semiconductor sales were flat W/W in the second week of March. Though still high Y/Y, it was abnormally weak. The IC weather cooled another 1°F last week. Zooming in on Analog &
Worldwide Silicon Demand Is Expected to Increase 9% in 2022 as Semiconductor Demand Remains Strong; Stepper Shipments Surged 18% in 2021
Worldwide Silicon Demand Is Expected to Increase 9% in 2022 as Semiconductor Demand Remains Strong; Stepper Shipments Surged 18% in 2021 Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module Silicon Demand - V22
It's Still Hot and the Visibility Has Extended Well into 2H22
It's still hot and the visibility has extended well into 2H22 Andrea Lati The Chip Insider® Order activity for semiconductor equipment hovered at a hot 114 degrees All segments held their ground, except for Memory where order activity slipped for the
Apple 3rd in Worldwide Semiconductor Market
Apple 3rd in Worldwide Semiconductor Market G. Dan Hutcheson The Chip Insider® Strategy and Tactics: AI in the fab: Who does it? Ukraine's Neon Supply. Apple 3rd in Semis AI in the fab: Who does it? Pretty much everybody today. Chipmakers started to