Semiconductor Sales Pass 40% G. Dan Hutcheson Semiconductor Analytics Semiconductor sales rose above a 13-week MA annual rate of 40% while matching the 34% peak of Dec 2017. The IC weather was mixed, cooling 1°F last week. Zooming in on Logic this
The Industry Soars, but Carries a Tether of Caution Andrea Lati The Chip Insider® Order activity for semiconductor equipment slipped half a point as Memory activity fell for the second week in a row The Memory market has been somewhat bumpy in the
CapEx Is Expected to Soar 23% in 2022, Surpassing the $180B Mark as Chipmakers Race to Add More Capacity Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module CapEx Distribution - V22.03 Soaring demand and
Planned Capacity Additions: Is There Too Much on the Books? G. Dan Hutcheson Planned Capacity Additions. Is there too much on the books? That's the question every chip insider has been quietly asking recently. IR pros are being relentlessly hammered
NAND Growth Stays Strong G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to rise at an annual rate close to 30% with the shortage driving demand. The IC weather rose 1°F last week. Semiconductor Sales growth continues to soar
Order Activity Remained at Record Levels Despite Rising Uncertainty Andrea Lati The Chip Insider® There was no discernable change in order activity for semiconductor equipment in the last week of February with temperatures staying near record levels
Strong Demand Coupled with Rising ASPs Will Propel Semiconductor Sales Past $675b in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module Semiconductors - V22.03 Semiconductor sales soared 26% in 2021
Intel Investor Day. Tower, Trust, Data Analytics. G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Intel Investor Day. Tower, Trust, Data Analytics. Intel Investor Day 2022: As 2020 came to a close it was clear to everyone interested, and
DRAM Growth Super-Hot G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled up as the shortage continued to drive demand, with record sales in the $10-12B/week range. The IC weather held at 88°F last week. Semiconductor Sales growth
