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SEMICON West. SMIC’s 7nm Chips.  EUV changing Fab Economics

SEMICON West. SMIC’s 7nm Chips. EUV changing Fab Economics

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
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2022Jul 22
Temperatures are cooling off, but the path is still clear

Temperatures are cooling off, but the path is still clear

Temperatures are cooling off, but the path is still clear Andrea Lati Order activity for semiconductor equipment continued to trend down, slipping to 89 degrees The rate of decline has moderated in the last two weeks following a steep drop in June
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2022Jul 21
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
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2022Jul 20
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
Read More
2022Jul 13
TSMC’s Technology Symposia, EUV Economics. Materials Outlook

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
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2022Jul 11
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
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2022Jul 6
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...

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
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2022Jul 5
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

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
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2022Jul 4
EUV is changing Fab Economics. The Forecasting Problem.

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
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2022Jul 1
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
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2022Jun 29
Temperatures are cooling as the summer fog rolls in

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
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2022Jun 28
Foundry & IDM Capital Expenditures 2Q2022

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
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2022Jun 23

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