You're likely familiar with Sam Altman’s endeavors to reshape the global semiconductor industry, a plan of unprecedented trillion-dollar scale. Let's explore some comparisons to put it in perspective.

Semiconductor equipment order activity increased to 72 °F for the first time in 16 months. Most of the action is coming from the Compute, Mobile, and Memory markets as the end-market demand is recovering and inventories are getting back to balanced levels.

Semiconductor sales increased 4% last week and were up 22% from this time last year. Zooming in on Auto IC, the 13-week MA increased 8% YoY last week. TechInsights forecasts Auto IC sales will increase 10% at $46 billion in 2024.

Marvell has filled out the lower end of its Octeon 10 family of data-processing units with a big jump in silicon process node.

Intel’s fifth-generation Xeon family shows solid performance improvements over the prior generation, but not enough to beat its nemesis on core count or performance.

SMEE’s 193nm Immersion Tool: Is it competitive? Decoding ASML lithography tool names: Ever wonder if there was an easy way to decode ASML's scanner names into good-better-best categories?

Semiconductor sales decreased 12% last week but were up 24% from this time last year. Zooming in on Analog & Power IC, the 13-week MA is trending lower and ended at -4% YoY last week. TechInsights forecasts Analog & Power IC sales will be flat in 2024 at $108 billion.

Order activity for semiconductor equipment increased. Memory continues to lead in the recovery. The AI semiconductor chip fever shows no sign of cooling down. This report provides key performance indicators across the semiconductor and equipment manufacturing supply chain.