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Latest Blogs and Commentary

Foundry & IDM Capital Expenditures 1Q2022

March 31, 2022

Foundry & IDM Capital Expenditures 1Q2022

Semiconductor Manufacturing

Critical Subsystems 2021 Vendor Market Shares

March 31, 2022

Critical Subsystems 2021 Vendor Market Shares

Updates to Critical Subsystems on Website

Chip Sales Slid Last Week

March 30, 2022

Chip Sales Slid Last Week

Chip Sales Slid Last Week G. Dan Hutcheson Semiconductor Analytics Semiconductor sales slid 1% W/W in the 4th week of March. Sales remain well above 2021. The IC weather warmed up 1°F last week. Zooming in on semiconductor growth this week, 13-wk MA

Still Hot and Green but Distant Macro Clouds Loom

March 29, 2022

Still Hot and Green but Distant Macro Clouds Loom

Still Hot and Green but Distant Macro Clouds Loom Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to trend lower, slipping half a point in the last week of March The slight pullback in the last five weeks has been

TechInsights stands with Ukraine

March 29, 2022

TechInsights stands with Ukraine

TechInsights is shocked and heartbroken by the violence and loss of life due to the invasion of Ukraine. We stand in solidarity with the Ukrainian people and we are hopeful for an expedient path to peace.

SemiWeek

March 25, 2022

SemiWEEK: Lam Research’s Selective Etcher. COVID Strikes Again; Stocks Eked Out A Gain

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

Intel's Radical Post-Global National Mesh Strategy

March 25, 2022

Intel's Radical Post-Global National Mesh Strategy

Strategy and Tactics: Intel's radical Post-Global National Mesh strategy

Google Pixel 6 Pro Periscope Camera is a modified design of the Xiaomi Mi 10 Ultra module

March 24, 2022

Google Pixel 6 Pro Periscope Camera is a modified design of the Xiaomi Mi 10 Ultra module

In late 2021, the Google Pixel 6 Pro was launched and has been widely regarded as the best smartphone Google has made to date.

Communications Market Service

March 23, 2022

Communications Market Service

This subscription provides the detailed market information needed to sort out the complexities of the communications semiconductor market.

Semiconductor Sales on Track to Reach $0.7T in '22

March 23, 2022

Semiconductor Sales on Track to Reach $0.7T in '22

Semiconductor Sales on Track to Reach $0.7T in '22 G. Dan Hutcheson Semiconductor Analytics report Semiconductor sales jumped W/W in the third week of March, with sales passing 50% Y/Y. The IC weather heated up 6°F last week. The March forecast

Worldwide OEM Electronics Sales Soared 19% Last Year

March 23, 2022

Worldwide OEM Electronics Sales Soared 19% Last Year

Worldwide OEM Electronics Sales Soared 19% Last Year Updates to Semiconductor Market Research Services on Website & Mobile App: ForecastPro Module Electronics & Macroeconomy - V22.03 Historical Ratios & Utilization Rates - V22.03 Diffusion Rates of

AI Processor Service

March 23, 2022

AI Processor Service

This annual subscription is updated quarterly and covers hardware technologies and products from more than 55 companies.

It's Hot but Supply Constraints Are Holding Up Growth

March 22, 2022

It's Hot but Supply Constraints Are Holding Up Growth

It's Hot but Supply Constraints Are Holding Up Growth Andrea Lati The Chip Insider® Semiconductor Equipment Weather Report Order activity for semiconductor equipment slipped to 113 degrees All segments held their ground at record levels, except for

Cirrus Logic 55 nm PMIC

March 22, 2022

Cirrus Logic 55 nm PMIC Products Observed in the Market

In a blog written by Stephen Russell, TechInsight's Senior Process Analyst, he explains why a logic node of 55 nm is important for a PMIC and his findings of recent teardown projects.

Critical Subsystems Driving Forces Update

March 21, 2022

Critical Subsystems Driving Forces Update

Critical Subsystems Driving Forces Update Updates to Critical Subsystems on Website Substrate Processing Equipment Forecasts Semiconductor and Related Equipment Annual Unit Shipments v22.02ML DF Semiconductor and Related Equipment Quarterly Unit

Lam Research's Selective Etcher and COVID Strikes Again

March 18, 2022

Lam Research's Selective Etcher and COVID Strikes Again

Lam Research's Selective Etcher and COVID Strikes Again G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Lam Research's Selective Etcher. COVID Strikes Again. What's Happening and What's the Meaning: Lam Research's Selective Etcher: Lam has

SemiWeek

March 18, 2022

SemiWEEK: AI in the Fab: Who Does it? Ukraine’s Neon Supply. Apple 3rd in Semis; Stocks Soared

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

2021 Top Semiconductor Equipment Suppliers

March 17, 2022

2021 Top Semiconductor Equipment Suppliers

2021 Top Semiconductor Equipment Suppliers The Chip Insider® Equipment & Emerging Markets 2021 was a very strong year for the equipment suppliers with sales soaring to record-highs. However, severe supply chain shortages made 2021 a challenging year

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