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TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
September 29, 2023 Sep 29
Memory Spot Prices are Starting to Warm up

Memory Spot Prices are Starting to Warm up

Memory Spot Prices are Starting to Warm up Shereen Vaux Order activity for semiconductor equipment increased to 55 °F with most segments jumping a degree. Memory fundamentals are improving due to supply reductions for both DRAM and NAND. Memory
September 28, 2023 Sep 28
The Chip Insider® – Huawei Strikes Back: What TechInsights found, how it did it, why it matters, and what it means

Huawei Strikes Back: What TechInsights found, how it did it, why it matters, and what it means

The Chip Insider®
September 25, 2023 Sep 25
China is Turning up the Heat in this Cold Market (September Update)

China is Turning up the Heat in this Cold Market (September Update)

The Chip Insider Graphics
September 25, 2023 Sep 25
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
September 21, 2023 Sep 21
The Chip Insider® – GlobalFoundries’ GTC 2023

GlobalFoundries’ GTC 2023

GlobalFoundries’ GTC 2023 G. Dan Hutcheson The Chip Insider® Summary: GlobalFoundries’ GTC 2023: News out of last month’s GF Global Technology Conference in San Jose was quickly overtaken by this month’s events, including GF’s 450K 300mm WSPY fab
September 19, 2023 Sep 19
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
September 14, 2023 Sep 14
Order Activity is Improving, Despite the Cold Temperatures

Order Activity is Improving, Despite the Cold Temperatures

Order Activity is Improving, Despite the Cold Temperatures Shereen Vaux Order activity for semiconductor equipment increased to 54 °F; generative AI remains a bright spot as capacity constraints remain for CoWoS. August sales are in from the
September 13, 2023 Sep 13
While Order Activity Remains Cold, Improvements Abound

While Order Activity Remains Cold, Improvements Abound

While Order Activity Remains Cold, Improvements Abound Shereen Vaux Order activity for semiconductor equipment jumped to 53 °F, and it continues to get a boost from the uptick in demand from generative AI where CoWoS capacity remains a bottleneck
September 12, 2023 Sep 12
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
September 07, 2023 Sep 7
The Chip Insider®– Huawei Strikes Back

Huawei Strikes Back

Huawei Strikes Back G. Dan Hutcheson The Chip Insider® Summary: Huawei Strikes Back: Huawei launched a preemptive challenge to Apple’s expected iPhone 15. It’s a 1-2 punch, with the second blow landing on Western geopolitical barriers. It’s called
September 05, 2023 Sep 5
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

Semiconductor Sales Eked Up 1% Last Week and Were Down 9% From This Time Last Year
September 01, 2023 Sep 1
Public-Private Partnerships in Semiconductors: Do they work?

Public-Private Partnerships in Semiconductors: Do they work?

Public-Private Partnerships in Semiconductors: Do they work? G. Dan Hutcheson The Chip Insider® Summary: Public-Private Partnerships in Semiconductors: Do they work? I recently had the honor of addressing the National Academies of Sciences
August 28, 2023 Aug 28
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
August 25, 2023 Aug 25
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
August 17, 2023 Aug 17
It's Still Cold and Foggy Out There

It's Still Cold and Foggy Out There

It's Still Cold and Foggy Out There Shereen Vaux Order activity for semiconductor equipment remains at a chilly 44 °F. Subcon/Advanced Packaging is seeing continued demand for high-bandwidth memory and CoWoS due to the generative AI wave while the
August 17, 2023 Aug 17

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