TSMC’s Technology Symposia, EUV Economics. Materials Outlook
TSMC’s Technology Symposia, EUV Economics. Materials Outlook G. Dan Hutcheson The Chip Insider® TSMC’s Technology Symposia: TSMC has hosted its annual technology tour-de-force in recent weeks. As for the live one in Santa Clara, I’m not sure who was
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
There's still plenty of light but it's cooling and clouds loom...
There's still plenty of light but it's cooling and clouds loom... Andrea Lati Order activity for semiconductor equipment tumbled five points in the last week of June as chipmakers continued to grow increasingly cautious about their near-term
Worldwide silicon demand and OEM electronics sales are expected to slow to 7% and 6% in 2022 as semiconductor shortages are abating and Macro headwinds intensify
Worldwide silicon demand and OEM electronics sales are expected to slow to 7% and 6% in 2022 as semiconductor shortages are abating and Macro headwinds intensify ForecastPro Updates included are the following: ForecastPro: Silicon Demand – v22.07
EUV is changing Fab Economics. The Forecasting Problem.
EUV is changing Fab Economics. The Forecasting Problem. G. Dan Hutcheson The Chip Insider® EUV is changing Fab Economics: Last week I was at Frontiers of Characterization and Metrology for Nanoelectronics, to hear a battle of the presenters on EUV
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
Temperatures are cooling as the summer fog rolls in
Temperatures are cooling as the summer fog rolls in Andrea Lati Order activity for semiconductor equipment continued to cool, falling by another three points in the fourth week of June Memory and SOC Consumer segments are driving much of the pullback
Foundry & IDM Capital Expenditures 2Q2022
Foundry & IDM Capital Expenditures 2Q2022 Shereen Vaux 2022 will be another record setting year for CapEx. Advanced Logic and Foundry will surpass the $100B mark in 2022 as chipmakers expand aggressively across all nodes. Discrete, Analog, & Other
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
It's cooling off but orders are still humming along
It's cooling off but orders are still humming along Andrea Lati Order activity for semiconductor equipment fell nearly three points in the third week of June, slipping below the 100-degree mark for the first time this year The recent declines are
Chiplets a new design methodology?
Chiplets a new design methodology? G. Dan Hutcheson The Chip Insider® Are Chiplets a new design methodology? There’s been a great marketing war over nomenclature ownership ever since the industry recognized the future after monolithic SoCs is