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TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
June 01, 2022 Jun 1
It's hot and humid but distant clouds threaten the upturn

It's hot and humid but distant clouds threaten the upturn

It's hot and humid but distant clouds threaten the upturn Andrea Lati Order activity for semiconductor equipment held steady at a hot 110 degrees in the last week of May Equipment demand remains red hot and is not showing any signs of abating anytime
May 31, 2022 May 31
It’s red hot out there despite growing concerns about the economic outlook

It’s red hot out there despite growing concerns about the economic outlook

It’s red hot out there despite growing concerns about the economic outlook Andrea Lati Order activity for semiconductor equipment declined a mere 0.2 points in the third week of May Despite the pullback in the last couple of months, overall activity
May 25, 2022 May 25
Foundries will be the biggest segment for WFE sales for the fourth consecutive year in 2022

Foundries will be the biggest segment for WFE sales for the fourth consecutive year in 2022

Foundries will be the biggest segment for WFE sales for the fourth consecutive year in 2022 WFE Forecast Updates included are the following: Equipment Database: WFE by Application – v22.05 2021 was a great year for WFE sales in Foundry and Memory
May 24, 2022 May 24
The second half is looking solid despite macro concerns

The second half is looking solid despite macro concerns

The second half is looking solid despite macro concerns Andrea Lati Order activity for semiconductor equipment held steady at a hot 110 degrees in the second week of May All segments ended the week flat, except for Memory which slipped to a new low
May 18, 2022 May 18
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
May 18, 2022 May 18
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
May 11, 2022 May 11
TechInsights' Critical Sub-System Driving Forces

TechInsights' Critical Sub-System Driving Forces

TechInsights' Critical Sub-System Driving Forces
May 10, 2022 May 10
Still hot and green but clouds loom...

Still hot and green but clouds loom...

Still hot and green but clouds loom...
May 10, 2022 May 10
TechInsights' Semiconductor Equipment Report

TechInsights' Semiconductor Equipment Report

TechInsights' Semiconductor Equipment Report
May 06, 2022 May 6
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
May 05, 2022 May 5
It's hot but distant clouds threaten the upturn

It's hot but distant clouds threaten the upturn

It's hot but distant clouds threaten the upturn
May 03, 2022 May 3
Spring orders are flitting like butterflies but 2H22 is becoming blurry

Spring orders are flitting like butterflies but 2H22 is becoming blurry

Semiconductor Equipment Weather Report
April 20, 2022 Apr 20
Chip demand cooling

Chip demand cooling

TechInsights' Semiconductor Analytics Report
April 20, 2022 Apr 20
SEMI ISS, Anne Kelleher, Moore's Law

SEMI ISS, Anne Kelleher, Moore's Law

SEMI ISS, Anne Kelleher, Moore's Law G. Dan Hutcheson The Chip Insider® SEMI ISS: I have to say that 2022's conference was the best ever and I wasn't the only one who felt that way. It had record attendance and attendees were not disappointed. Maybe
April 15, 2022 Apr 15
China and Russia down

China and Russia down

China and Russia down G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 3% W/W in the 1st week of 2Q22. Sales are closing in on 2021 levels. The IC weather cooled another 4°F last week. Zooming in on NAND growth this week, 13
April 13, 2022 Apr 13

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