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It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles

It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles

It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles Andrea Lati The Chip Insider® Order activity for semiconductor equipment resumed its decline, slipping 0.6 points to 112 degrees in the first week of April Despite the recent
April 13, 2022 Apr 13
Reticle sales are expected to surge 18% in 2022

Reticle sales are expected to surge 18% in 2022

ForecastPro
April 11, 2022 Apr 11
Inflation Is the New Pandemic

Inflation Is the New Pandemic

Strategy and Tactics: Inflation is the new pandemic
April 08, 2022 Apr 8
DRAM Sales on Track to Hit $111B in '22

DRAM Sales on Track to Hit $111B in '22

TechInsights' Semiconductor Analytics report
April 06, 2022 Apr 6
All Eyes Are Focused on the Supply Chain

All Eyes Are Focused on the Supply Chain

Semiconductor Equipment Weather Report
April 06, 2022 Apr 6
Why Governments Became So Concerned About Semiconductor Self-Sufficiency

Why Governments Became So Concerned About Semiconductor Self-Sufficiency

Strategy and Tactics: Why governments became so concerned about Semiconductor Self-Sufficiency
April 01, 2022 Apr 1
Foundry & IDM Capital Expenditures 1Q2022

Foundry & IDM Capital Expenditures 1Q2022

Semiconductor Manufacturing
March 31, 2022 Mar 31
Critical Subsystems 2021 Vendor Market Shares

Critical Subsystems 2021 Vendor Market Shares

Updates to Critical Subsystems on Website
March 31, 2022 Mar 31
Chip Sales Slid Last Week

Chip Sales Slid Last Week

Chip Sales Slid Last Week G. Dan Hutcheson Semiconductor Analytics Semiconductor sales slid 1% W/W in the 4th week of March. Sales remain well above 2021. The IC weather warmed up 1°F last week. Zooming in on semiconductor growth this week, 13-wk MA
March 30, 2022 Mar 30
Still Hot and Green but Distant Macro Clouds Loom

Still Hot and Green but Distant Macro Clouds Loom

Still Hot and Green but Distant Macro Clouds Loom Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to trend lower, slipping half a point in the last week of March The slight pullback in the last five weeks has been
March 29, 2022 Mar 29
Intel's Radical Post-Global National Mesh Strategy

Intel's Radical Post-Global National Mesh Strategy

Strategy and Tactics: Intel's radical Post-Global National Mesh strategy
March 25, 2022 Mar 25
Semiconductor Sales on Track to Reach $0.7T in '22

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
March 23, 2022 Mar 23
Worldwide OEM Electronics Sales Soared 19% Last Year

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
March 23, 2022 Mar 23
It's Hot but Supply Constraints Are Holding Up Growth

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
March 22, 2022 Mar 22
Critical Subsystems Driving Forces Update

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
March 21, 2022 Mar 21
Lam Research's Selective Etcher and COVID Strikes Again

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
March 18, 2022 Mar 18

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