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The Upturn Is Still Running Wild

The Upturn Is Still Running Wild

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
February 17, 2022 Feb 17
TechInsights' 2022 Semiconductor Forecast Raised to 14%

TechInsights' 2022 Semiconductor Forecast Raised to 14%

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
February 16, 2022 Feb 16
How Data Analytics Fails Forecasters

How Data Analytics Fails Forecasters

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
February 11, 2022 Feb 11
Semiconductor Sales Pull Back

Semiconductor Sales Pull Back

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
February 09, 2022 Feb 9
Orders Are Flitting Like Butterflies

Orders Are Flitting Like Butterflies

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
February 08, 2022 Feb 8
Inflation: Why It's Worse Than Many Fear. Moore's Law.

Inflation: Why It's Worse Than Many Fear. Moore's Law.

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
February 04, 2022 Feb 4
Inflation: Why It's Worse Than Many Fear. Moore's Law.

Inflation: Why It's Worse Than Many Fear. Moore's Law.

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
February 04, 2022 Feb 4
IC Supply/Demand Indices Loosened

IC Supply/Demand Indices Loosened

IC Supply/Demand Indices Loosened G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to explode out of the normal Christmas lull, ending January near 2021's peaks. The IC weather cooled 2°F last week. Semiconductor Sales growth
February 02, 2022 Feb 2
IC Supply/Demand Indices Loosened

IC Supply/Demand Indices Loosened

Semiconductor sales continued to explode out of the normal Christmas lull, ending January near 2021's peaks. The IC weather cooled 2°F last week.
February 02, 2022 Feb 2
Order Activity Stayed Hot Amid Supply Chain Woes

Order Activity Stayed Hot Amid Supply Chain Woes

Order Activity Stayed Hot Amid Supply Chain Woes Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a sizzling 115 degrees Even though the visibility and demand for equipment suppliers is the best it's ever been
February 01, 2022 Feb 1
Order Activity Stayed Hot Amid Supply Chain Woes

Order Activity Stayed Hot Amid Supply Chain Woes

Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
February 01, 2022 Feb 1
Inventory: Loose or Tight? Equipment Shortages.

Inventory: Loose or Tight? Equipment Shortages.

Inventory: Loose or Tight? Equipment Shortages. G. Dan Hutcheson The Chip Insider® Inventory: Loose or Tight? We were recently asked about the TCI Graphics IC Inventory data, after the WSJ published comments from the US Department of Commerce that
January 28, 2022 Jan 28
Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022

Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022

Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App Equipment Database Module Advanced Packaging Equipment - V22.01 Wafer Fab Equipment (WFE)
January 27, 2022 Jan 27
IC Supply/Demand indices tighten

IC Supply/Demand indices tighten

IC Supply/Demand indices tighten G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continue to explode out of the normal Christmas roll-over with double-digit W/W and Y/Y growth, as IC Supply/Demand tightened up. The IC weather warmed 1°F
January 26, 2022 Jan 26
1Q 2022 Assembly Equipment Outlook

1Q 2022 Assembly Equipment Outlook

1Q 2022 Assembly Equipment Outlook The Chip Insider® Semiconductor Manufacturing Semiconductor shortages turbocharged 2021 Assembly & Packaging and Equipment demand by growing 57% to $5.5B. While the demand growth for equipment is slowing, the high
January 25, 2022 Jan 25
The Capex Race Rages On

The Capex Race Rages On

The Capex Race Rages On Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to heat up with no signs of slowing down any time soon Temperatures hit a fresh new high of 115 degrees last week as chipmakers continued to
January 25, 2022 Jan 25

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