Al: Hot or Hype? G. Dan Hutcheson The Chip Insider® Summary: Al: Hot or Hype? Last week, the stock market went crazy over anything associated with AI, while the rest of the market languished. Nvidia blew up the market with Jensen’s amazing results
Order activity increased for the first time this year Shereen Vaux Order activity for semiconductor equipment increased for the first time this year to 40°. The increase was driven by Other SoC, which jumped nearly 4°. Generative AI has been gaining
TSMC’s 2023 Technology Symposium G. Dan Hutcheson The Chip Insider® Summary: TSMC’s 2023 Technology Symposium: The bigger message was more about the world’s new recognition of semiconductors and their importance than it was about TSMC’s forward march
With 2H23 right around the corner, will the rebound happen? Shereen Vaux Order activity for semiconductor equipment continued to hit new lows. Mobile Compute and Digital Consumer segments led the decline, reflecting persistently weak end demand. On a
Everyone's looking for the bottom (May Update) Shereen Vaux Order activity for semiconductor equipment continued to trend lower, slipping to a new low for the year. Overall activity has fallen below the 2019 lows and it’s still looking for the bottom
Was the 2021 chip shortage real? G. Dan Hutcheson The Chip Insider® Summary: Was the 2021 chip shortage real? This is the story of how the COVID Pandemic morphed into a Shortage Fever Pandemic, as the pandemic led to a shortage which turned into a
Order Activity Continues to Cool Shereen Vaux Order activity for semiconductor equipment slipped a degree to a cold 41°. All segments moved lower as end demand remains weak, resulting in a slower pace of inventory digestion. In the mobile market
Design Costs too high? What’s after Moore’s Law? G. Dan Hutcheson The Chip Insider® Summary: Are Semiconductor Design Costs too high? Since the seventies, there have been two common themes about cost leading to the destruction of the semiconductor
Order activity remains frigid Shereen Vaux Order activity for semiconductor equipment held at a cold 42°. SoC Mobile and SoC Digital Consumer continued to weaken. Subcon/Advanced Packaging hit a new low for the year as visibility remains low. Memory
China’s Semiconductor Strategy G. Dan Hutcheson The Chip Insider® Summary: China’s Secret Semiconductor Strategy & Tactics: As everyone knows, China’s public Semiconductor Strategy rests on Made in China 2025 and mil-civ fusion. The first was
It’s Going to be a Cold and Rainy Spring Shereen Vaux Order activity for semiconductor equipment fell by another point, hitting a new record low for the year. All segments moved lower as sentiment continued to weaken. ASML delivered another strong
SNUG, Inflation and our Industry G. Dan Hutcheson The Chip Insider® Summary: SNUG: The Synopsys users group symposium … Synopsys decision, leadership, and management processes around integrating AI … HI and Chiplet Advances … How chiplets will grow
