Caution rises as clouds darken the road Andrea Lati Order activity for semiconductor equipment was flat last week with the overall temperature hovering at a warm 80 degrees Activity remains bifurcated with Memory and SOC Consumer slipping into
Worldwide OEM electronics sales are expected to fall nearly 2% this year Updates included are the following: Electronics & Macroeconomy Forecast – V22.10 Diffusion Rates and Historical Ratios and Utilization – V22.10 Worldwide OEM electronics sales
TechInsights Critical Subsystems Inventory on the Platform Critical Sub-systems Inventory Focus Report is now available on the TechInsights Platform: Driving Forces Misc. Reports Inventory 220926 We recently completed a report on inventories of
TechInsights Critical Subsystems Quartz Summary on the Platform Summary data from Quartz Focus Report is now available on the TechInsights Platform: Driving Forces Misc. Reports Quartz 220921 We recently completed a focused report on quartz
Caution is on the rise Andrea Lati Order activity for semiconductor equipment continued to cool off slipping, to 80 degrees The decline in the overall activity has moderated in the last few weeks, but it remains bifurcated Memory activity hit another
TechInsights Critical Subsystems Elastomer Seals Summary on the Platform Summary data from Elastomer Seals Focus Report is now available on the TechInsights Platform: Driving Forces Misc. Reports Elastomer Seals 220915 We recently completed a focused
The positive sign that electronic prices are turning up, Wafer prices are 40% higher than a year ago, August WSTS was really strong, and Power Semiconductors.
This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about: TSMC’s gift to the industry, 2021 forecast updates: Few notable changes, 2022 the big question of much higher growth, and the next big thing in image sensors.
This week Andrea Lati, Dan Hutcheson, and Jason Abt discuss what insiders are saying about: Has Europe really lost so much share of semiconductor manufacturing, going from 44% in 1990 to 9% in 2020?, Semiconductor forecast of 26% for ICs and current market status, the DRAM disconnect of spot prices and contract prices and Memory.
This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about. What is AMD doing next with chiplets? UK pumps the brakes on the Nvidia-Arm deal. What’s up at Intel and new processor segmentation? What’s driving continued growth in semiconductor equipment?
It’s time to bring the core-technology and market analysis closer again, which explains why TechInsights has acquired VLSIresearch. In this interview, Dan Hutcheson has a conversation about this with Gavin Carter from TechInsights, where he’s CEO.
This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss what insiders are saying about the Auto IC shortage and how the 4Q21 Forecast is shaping up.
