TechInsights' Semiconductor Analytics Report
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
Sustainability is a valley of mole hills. Becoming Great: KLA.
Sustainability is a valley of mole hills. Becoming Great: KLA. G. Dan Hutcheson The Chip Insider® Summary: Sustainability is a valley of mole hills … or maybe it should be named Mole Hill Valley because as I see it, dealing with so many mole hills is
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
There weren’t many fireworks this Fourth of July
There weren’t many fireworks this Fourth of July Shereen Vaux Order activity for semiconductor equipment increased but remains at a cold 42 °F. Micron’s results and outlook were largely in line with our expectations; the memory market environment
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
It's cold and foggy as we head into 2H23
It's cold and foggy as we head into 2H23 Shereen Vaux Order activity for semiconductor equipment increased but remains at a cold 42 °F. Micron’s earnings report on June 28 will give us some more visibility on how the memory industry fared in 2Q23 and
Intel’s IFM and IMS. Lam’s new Bevel-Dep tool.
Intel’s IFM and IMS. Lam’s new Bevel-Dep tool. G. Dan Hutcheson The Chip Insider® Summary: What’s Happening and What’s the Meaning: Intel adopts Internal Foundry Model … Stock falls: Was it correlation with or without causation? … AMD also fell … is
Visibility remains low as we enter 2H23 (June Update)
Visibility remains low as we enter 2H23 (June Update) Shereen Vaux Order activity for semiconductor equipment increased but remains at a cold 42 °F. There were some notable changes made to our forecasts this month. ICs were upgraded; sales are now
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
Order activity edged higher as visibility remains limited
Order activity edged higher as visibility remains limited Shereen Vaux Order activity for semiconductor equipment edged higher but remains at a cold 41 °F. The increase was driven by Subcon/Advanced Packaging and DAO (Discrete, Analog, and Other)
Intel’s PowerVia and IBM Research’s hybrid bonding
Intel’s PowerVia and IBM Research’s hybrid bonding G. Dan Hutcheson The Chip Insider® Summary: Intel’s PowerVia: Intel disclosed more about its backside power development at this year’s VLSI Symposium, while promising to deliver it in 2024. What it
Order activity was flat last week
Order activity was flat last week Shereen Vaux Order activity for semiconductor equipment was flat at 40°. Activity among the segments was unchanged from the previous week. Memory remains at a freezing 18° as suppliers continue to work down
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
Al: Hot or Hype?
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
