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
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
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
All Eyes are Trained on Earnings Releases Shereen Vaux Order activity for semiconductor equipment eked up but is hovering at a cold 44 °F with all segments increasing slightly. It’s still cold out there and the market is in flux—memory remains at
Tax Reform for Workforce Development & Silicon Photonics G. Dan Hutcheson The Chip Insider® Summary: Tax Reform as an Industrial Policy to solve the workforce issue: In late 2020, I wrote '10 Things Biden can do to save Semiconductors,'... The CHIPS
Near-term Visibility is Limited but Order Activity is Starting to Look Brighter Far Off in the Horizon. Shereen Vaux Order activity for semiconductor equipment eked up a degree to a brisk 44 °F with all segments increasing at least a degree. Memory
SEMICON West Highlights G. Dan Hutcheson The Chip Insider® Summary: SEMICON West Highlights: Downturn Shock: Zombie-land facial expressions were characteristic of this year’s show. Back in December, few believed us when TechInsights analysts
Near-term order visibility remains limited as caution drives decision making Shereen Vaux Order activity for semiconductor equipment held at a chilly 43 °F as customers remain cautious because of the macro headwinds and slow inventory burn off
IBM’s Strategy, Vision, and Ecosystem G. Dan Hutcheson The Chip Insider® Summary: IBM’s Strategy, Vision, and Ecosystem: Eight years ago… I visited IBM at Albany NanoTech Complex, which contains the company's semiconductor research center, to answer
Near-term order visibility remains low as semiconductor markets get past the bottom Shereen Vaux Order activity for semiconductor equipment increased but remains at a chilly 43 °F. As expected, TSMC is planning to double its CoWoS capacity next year
TechInsights' Semiconductor Analytics Report Shereen Vaux Semiconductor sales increased 9% last week but were down 6% from this time last year; however, the yearly declines are starting to moderate. Zooming in on NAND IC this week, the 13-week MA is
