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.
Moore's Law: is it Dead or Alive? It’s a perennial subject that has come back in 2021. Without the chip industry you would not have a smartphone or a notebook computer at your side … no Facebook or Google either … only a slide rule, a pen, and paper
Aki Fujimura discusses what the eBeam Initiative found in its 2020 Mask making survey. Every year, they run two surveys of mask makers and its luminaries.
