Chip War and Upturn Timing G. Dan Hutcheson The Chip Insider® Happenings, Comments, Questions & Answers: Japan and the Netherlands may join the U.S. in semiconductor equipment restrictions to China … an openly visible move to side with the U.S. would
The semiconductor industry is covered in a blanket of snow Shereen Vaux Order activity for semiconductor equipment decreased to a brisk 49 degrees The decline continues to moderate Memory remains at freezing levels while Subcon/Advanced packaging and
SEMI ISS G. Dan Hutcheson The Chip Insider® SEMI ISS kicked off to a record crowd. This has always been the best conference to find out how the coming year will play out, as its attendees are all senior executives. They come with a read from the
Visibility is low as the storm intensifies Shereen Vaux Order activity for semiconductor equipment held at a chilly 50 degrees The decline has moderated over the last few weeks with most segments remaining unchanged The December data from the
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
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
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
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
The Chip Insider’s Strategic Forecast G. Dan Hutcheson The Chip Insider® The Chip Insider’s Strategic Forecast for 2023: Here’s what I believe the important strategic issues will be this year in the supply chain. These are the areas where you need to
TechInsights Critical Subsystems Driving Forces Update on Platform Updates included are the following: Driving Forces Device Forecast Summary Forecast for Electronics Revenues Forecast for Semiconductor Revenues, Unit Shipments, and ASPs An updated
2023 is starting off with a blizzard Shereen Vaux Order activity for semiconductor equipment continued to decline, falling to a chilly 50 degrees The decline moderated last week with only memory and DAO retracting It should not come as a surprise
Happy Holidays to all and to all a good cycle G. Dan Hutcheson The Chip Insider® IBM and Rapidus Partner to compete in the next World Cup of Semiconductors: 2nm foundry technology. The timing of this announcement was perfectly fitting for the