China’s Tech standards and foreign IP challenges
China’s Tech standards and foreign IP challenges G. Dan Hutcheson The Chip Insider® Strategy and Tactics: China’s Tech standards and foreign IP challenges Summary: Can China be successful with a standards wall strategy? Why China doesn’t respect
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
NAND spot prices led the decline last week
NAND spot prices led the decline last week Shereen Vaux Order activity for semiconductor equipment slipped a degree to a frigid 43°, with memory and subcons slipping further. March results are in for the Taiwanese companies and it’s clearly still
Finding meaning in Gordon Moore’s passing
Finding meaning in Gordon Moore’s passing G. Dan Hutcheson The Chip Insider® Finding meaning in Gordon Moore’s passing: By now, I’m sure you’ve read many obituaries about his life and accomplishments. The volume of articles that exploded over the
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
DRAM spot prices are continuing to fall
DRAM spot prices are continuing to fall Shereen Vaux Order activity for semiconductor equipment held at a cold 44° with memory slipping further into freezing temperatures. Geopolitical concerns are ramping up; Japan is the latest country to put
Memory Inventories Continue to Mount
Memory Inventories Continue to Mount Shereen Vaux Order activity for semiconductor equipment slipped to a cold 44° with all segments slipping further. All eyes were on Micron today as it held its earnings call to announce its quarterly results
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
SPIE ALP. Inventory out of control.
SPIE ALP. Inventory out of control. G. Dan Hutcheson The Chip Insider® SPIE Advanced Lithography and Patterning 2023: This is the penultimate conference on advanced lithography. Like many things, it goes through cycles of emergent behavior
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics report
Rising macro uncertainties are impeding the prospects of 2H23 recovery
Rising macro uncertainties are impeding the prospects of 2H23 recovery Andrea Lati Order activity for semiconductor equipment remained steady at 45°. Both chipmakers and equipment suppliers are exercising caution regarding their near-term prospects
Grab your jackets! It's going to be a cold Spring! (March Update)
Grab your jackets! It's going to be a cold Spring! (March Update) Shereen Vaux Order activity for semiconductor equipment slipped to a chilly 45°. There were some notable changes made to our forecasts this month. The February data are in from the
Sustainability Panel at SPIE ALP
Sustainability Panel at SPIE ALP G. Dan Hutcheson The Chip Insider® Sustainability Panel at SPIE ALP: Why me? Which was my first question when they asked me to run this panel. As you know, until recently, I have considered sustainability to be a “boy
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics report
25th Anniversary Issue of The Chip Insider. Why China will fail.
25th Anniversary Issue of The Chip Insider. Why China will fail. G. Dan Hutcheson The Chip Insider® 25 Years Ago Today, I started a new e-mailing to subscribers to address the increasing need for instantaneous analysis of events in a time when market
