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
The Upturn Is Still Running Wild Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a hot 115 degrees With backlogs at all-time-highs and visibility extending into next year, Equipment manufacturers expect 2022 to
TechInsights' 2022 Semiconductor Forecast Raised to 14% G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back for a second week in a typical February drawdown, albeit at unseen historical heights. The IC weather warmed 1°F last
Microsoft and Sony Acquisitions - a Strategy Game Contributing author: Peter Johnston Access the world's largest database of consumer electronics and semiconductor reverse engineering Login to the Platform Microsoft and Sony have independently
How Data Analytics Fails Forecasters G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Data Analytics: How it fails forecasters. Data Analytics: How it fails forecasters — In general, data analytics are great management tools but poor
Semiconductor Sales Pull Back G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 5% W/W in a typical early February dip. The IC weather warmed 1°F last week. Semiconductor Sales growth continued to hover above the 20% Y/Y bar
Orders Are Flitting Like Butterflies Andrea Lati The Chip Insider® Order activity for semiconductor equipment stayed red hot at 115 degrees Visibility for equipment suppliers has extended all the way to the end of the year and backlogs are hitting
In its sixth generation, PCI Express underwent the biggest changes since its debut in 2003, adopting PAM4 signaling. The new modulation enables data rates to reach 64Gbps per lane.
Inflation: Why It's Worse Than Many Fear. Moore's Law. G. Dan Hutcheson The Chip Insider® Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common
Inflation: Why It's Worse Than Many Fear. Moore's Law. February 4, 2022 Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common questions I have
Our interest in tag trackers is how much technology has evolved. We live in a world where a device the size of a US quarter-cent piece can have multiple antennas, radio ICs, a battery and continue to operate as a two-way radio, pinpointing objects within feet of accuracy for almost a full year.
