Orders Are Flitting Like Butterflies Andrea Lati The Chip Insider® Order activity for semiconductor equipment stayed red hot at 115 degrees Visibility for equipment suppliers has extended all the way to the end of the year and backlogs are hitting
Inflation: Why It's Worse Than Many Fear. Moore's Law. G. Dan Hutcheson The Chip Insider® Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common
Inflation: Why It's Worse Than Many Fear. Moore's Law. February 4, 2022 Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common questions I have
IC Supply/Demand Indices Loosened G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to explode out of the normal Christmas lull, ending January near 2021's peaks. The IC weather cooled 2°F last week. Semiconductor Sales growth
Order Activity Stayed Hot Amid Supply Chain Woes Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a sizzling 115 degrees Even though the visibility and demand for equipment suppliers is the best it's ever been
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
Inventory: Loose or Tight? Equipment Shortages. G. Dan Hutcheson The Chip Insider® Inventory: Loose or Tight? We were recently asked about the TCI Graphics IC Inventory data, after the WSJ published comments from the US Department of Commerce that
Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App Equipment Database Module Advanced Packaging Equipment - V22.01 Wafer Fab Equipment (WFE)
IC Supply/Demand indices tighten G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continue to explode out of the normal Christmas roll-over with double-digit W/W and Y/Y growth, as IC Supply/Demand tightened up. The IC weather warmed 1°F
1Q 2022 Assembly Equipment Outlook The Chip Insider® Semiconductor Manufacturing Semiconductor shortages turbocharged 2021 Assembly & Packaging and Equipment demand by growing 57% to $5.5B. While the demand growth for equipment is slowing, the high
The Capex Race Rages On Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to heat up with no signs of slowing down any time soon Temperatures hit a fresh new high of 115 degrees last week as chipmakers continued to
