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NAND spot prices led the decline last week

NAND spot prices led the decline last week

NAND spot prices led the decline last week Shereen Vaux Order activity for semiconductor equipment slipped a degree to a frigid 43°, with memory and subcons slipping further. March results are in for the Taiwanese companies and it’s clearly still
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April 13, 2023Apr 13
Finding meaning in Gordon Moore’s passing

Finding meaning in Gordon Moore’s passing

Finding meaning in Gordon Moore’s passing G. Dan Hutcheson The Chip Insider® Finding meaning in Gordon Moore’s passing: By now, I’m sure you’ve read many obituaries about his life and accomplishments. The volume of articles that exploded over the
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April 10, 2023Apr 10
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
Read More
April 05, 2023Apr 5
DRAM spot prices are continuing to fall

DRAM spot prices are continuing to fall

DRAM spot prices are continuing to fall Shereen Vaux Order activity for semiconductor equipment held at a cold 44° with memory slipping further into freezing temperatures. Geopolitical concerns are ramping up; Japan is the latest country to put
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April 04, 2023Apr 4
Memory Inventories Continue to Mount

Memory Inventories Continue to Mount

Memory Inventories Continue to Mount Shereen Vaux Order activity for semiconductor equipment slipped to a cold 44° with all segments slipping further. All eyes were on Micron today as it held its earnings call to announce its quarterly results
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March 29, 2023Mar 29
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report
Read More
March 29, 2023Mar 29
SPIE ALP. Inventory out of control.

SPIE ALP. Inventory out of control.

SPIE ALP. Inventory out of control. G. Dan Hutcheson The Chip Insider® SPIE Advanced Lithography and Patterning 2023: This is the penultimate conference on advanced lithography. Like many things, it goes through cycles of emergent behavior
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March 24, 2023Mar 24
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics report
Read More
March 22, 2023Mar 22
Rising macro uncertainties are impeding the prospects of 2H23 recovery

Rising macro uncertainties are impeding the prospects of 2H23 recovery

Rising macro uncertainties are impeding the prospects of 2H23 recovery Andrea Lati Order activity for semiconductor equipment remained steady at 45°. Both chipmakers and equipment suppliers are exercising caution regarding their near-term prospects
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March 20, 2023Mar 20
Grab your jackets! It's going to be a cold Spring!

Grab your jackets! It's going to be a cold Spring! (March Update)

Grab your jackets! It's going to be a cold Spring! (March Update) Shereen Vaux Order activity for semiconductor equipment slipped to a chilly 45°. There were some notable changes made to our forecasts this month. The February data are in from the
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March 17, 2023Mar 17
Sustainability Panel at SPIE ALP

Sustainability Panel at SPIE ALP

Sustainability Panel at SPIE ALP G. Dan Hutcheson The Chip Insider® Sustainability Panel at SPIE ALP: Why me? Which was my first question when they asked me to run this panel. As you know, until recently, I have considered sustainability to be a “boy
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March 17, 2023Mar 17
TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics report
Read More
March 15, 2023Mar 15
25th Anniversary Issue of The Chip Insider. Why China will fail.

25th Anniversary Issue of The Chip Insider. Why China will fail.

25th Anniversary Issue of The Chip Insider. Why China will fail. G. Dan Hutcheson The Chip Insider® 25 Years Ago Today, I started a new e-mailing to subscribers to address the increasing need for instantaneous analysis of events in a time when market
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March 10, 2023Mar 10
TechInsights' Semiconductor Analytics report

TechInsights' Semiconductor Analytics report

TechInsights' Semiconductor Analytics report
Read More
March 08, 2023Mar 8
It’s cold out there as we head into Spring

It’s cold out there as we head into Spring

It’s cold out there as we head into Spring Shereen Vaux Order activity for semiconductor equipment slipped a degree to a brisk 45 degrees All segments remain at temperate temperatures, with the exception for Memory which remains at freezing levels
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March 07, 2023Mar 7
TechInsights' Semiconductor Analytics report

TechInsights' Semiconductor Analytics report

TechInsights' Semiconductor Analytics report
Read More
March 01, 2023Mar 1

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