This blog offers valuable insights into recent developments in the ever-changing landscape of technology and geopolitics, answering pressing questions about Hi-NA EUV, the Intel-UMC Partnership, and Taiwan's elections.
Order activity for semiconductor equipment held. Memory continues to lead in the recovery. There were very minor changes made to our forecasts this month. This report provides key performance indicators across the semiconductor and equipment manufacturing supply chain.
TechInsights' Semiconductor Analytics Report: Semiconductor sales rocketed 20% last week and were up 17% from this time last year. Zooming in on NAND IC, the 13-week MA increased to 20% YoY growth last week. TechInsights forecasts NAND IC sales will result with a 29% YoY decline to $39 billion in 2023.
Now that the great shortage is long over and the resulting glut’s almost over… it’s a good time to ask: What did we learn? Do we need to change? What do we do differently going forward? How do we better balance risk versus cost?
Semiconductor equipment order activity increased to a moderate 70 °F last week as the weakness in Subcons and DAO was offset by the strength in memory and mobile.
TechInsights' Semiconductor Analytics Report: Semiconductor sales jumped 11% last week and were up 17% from this time last year. Zooming in on DRAM IC, the 13-week MA moved to 31% YoY growth last week. TechInsights forecasts DRAM IC sales will result with a 38% YoY decline to $52 billion in 2023.
Now that 2023 is over, it’s clear most got it wrong in what was a year of odd contradictions. When it came to the macro picture, most economists predicted we were headed into a downturn and consumers – according to surveys – thought we were in one. Instead, macroeconomic growth was strong.
There are three major facets to this question answered here: Can China build an indigenous Supply Chain? Can China build an indigenous Supply Chain that is world-beating? Can China afford an indigenous Supply Chain?
The Chip Insider Graphics - Order activity for semiconductor equipment improved to 65 °F. Within the segments, memory fundamentals continue to improve from the freezing levels earlier this year.
It was a historic meeting of companies and governments from around the world where a new level of understanding about our industry’s vital role was achieved by government officials.
