Order Activity is Edging Higher as Memory Pricing Recovers
Semiconductor equipment order activity increased to a moderate 70 °F last week as the weakness in Subcons and DAO was offset by the strength in memory and mobile.
Semiconductor Sales were up 17% YoY the Week ending Jan 12, 2024
TechInsights' Semiconductor Analytics Report: Semiconductor sales jumped 11% last week and were up 17% from this time last year. Zooming in on DRAM IC, the 13-week MA moved to 31% YoY growth last week. TechInsights forecasts DRAM IC sales will result with a 38% YoY decline to $52 billion in 2023.
Samsung Tops the Global Smartphone Shipments Charts in 2023
Explore the dynamic landscape of the global smartphone market in 2023, where Samsung leads in market share, followed by Apple, and Xiaomi securing the third spot. Discover industry insights, including Transsion's impressive double-digit growth rate, in this comprehensive report.
Huge accelerator capacity headlines do not compute
Last year, the public cloud delivered a colossal 3.9 trillion virtual CPU-hours of computing power, equivalent to a single processor hyperthread operating around the clock for 445 million years. Cloud providers used a minimum of 7.5 million processors to deliver this capability, with a market value of $39 billion, according to TechInsights’ Cloud and Datacenter coverage area.
Year-in-Review: Smart NICs Jump in 2023
In 2023, communications-infrastructure chips overshadowed smartphone processors as access to the internet—at the user end and at the center—received some necessary attention.
AMD MI300 Family Adopts 3D Packaging
AMD’s MI300 accelerator series uses the latest in advanced packaging from TSMC, with a three-layer die stack using the largest interposer seen to date.
Handheld Gaming PCs Look to Expand Reach
Discover CES 2024's gaming evolution: handheld PCs, GeForce NOW updates, and insights into the future of gaming. Join the conversation on TechInsights for exclusive analyses and stay ahead in the dynamic gaming landscape.
2024 Started With Mixed Signals
Semiconductor equipment order activity was flat last week at 69°F as the increase in Memory was offset by the decline in DAO.
Semiconductor Sales increased 16% YoY the Week ending Jan 5, 2024
TechInsights' Semiconductor Analytics Report: Semiconductor sales jumped 19% last week and were up 16% from this time last year.
Unlocking On-Device AI Marvels at CES 2024
CES 2024 witnessed an AI revolution with NVIDIA, Qualcomm, Intel, and AMD leading the charge.
CES 2024 Unveils Breakthroughs in EV Range Estimation
Explore the cutting-edge innovations unveiled at CES 2024 addressing the critical challenge of accurate electric vehicle (EV) range predictions. Delve into groundbreaking solutions presented by industry leaders such as HERE, Valeo, TomTom, and Google, each offering unique approaches to enhance on-route battery range calculations and optimize driving experiences.
