TechInsights Manufacturing Analysis Q1 Upload Schedule TechInsights Manufacturing Analysis will be updating the following databases: ForecastPro: TCI Updates (monthly) – Week of Jan 16 / Feb 20 / Mar 13 Reticles Forecast – Week of Jan 23 Designs Forecast – Week of Jan 23 Semiconductor Forecast –

TechInsights Critical Subsystems Pedestals/ Heaters Summary on the Platform Updates included are the following: Driving Forces Misc. Reports Pedestal Heaters 20230117 We recently completed a focused report on Pedestals/Heaters components (includes Metal and Ceramic) for semiconductor equipment

Espressif, maker of wireless-enabled processors, has announced a new CPU that targets man-machine applications.

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

TechInsights ran a comparison of the YMTC 232-L against 128- and 176- layer solutions from Samsung, SK hynix, and Micron, looking at factors like die size, bit density, active layers, word line pitch, and more.

TechInsights' Semiconductor Analytics report

TechInsights Critical Subsystems Commodity Ceramics Summary on the Platform Updates included are the following: Driving Forces Misc. Reports Commodity Ceramics 230110 We recently completed a focused report on commodity ceramics (includes Alumina, Aluminum Nitride, and Yttria) for semiconductor

Roads are icy as fog clouds visibility Shereen Vaux Order activity for semiconductor equipment held at a chilly 50 degrees. All segments remained the same from last week, with the exception of Memory which continued to lose ground Memory continues at freezing levels as Chipmakers continue to digest

Intel’s new Xeon delivers upgrades in core count and accelerators. It also updates the company’s server platform with PCIe Gen5, DDR5, and CXL.

Over the past year, a few CPU-IP vendors have adopted RISC-V, challenging both Arm and RISC-V startups. Meanwhile, AI-accelerator vendors are jockeying to stand out in a crowded field.