Analysts Updates

Order activity for semiconductor equipment hit a new high for the year

Many find Pat Gelsinger’s foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.

15Nov

Copper Replacement. IFS. Shortages Hold Up Fab Capacity Expansion. Semiconductor Inflation.

Engineers always break through Moore's Walls with semiconductor innovation, which is really what Moore's Law is all about. And now a breakthrough out of quantum mechanics development is driving a replacement for copper that is as revolutionary as copper was to aluminum...

12Nov

Semiconductor Sales Jumped Higher

Growth continued to slow due to tougher 2020 comps rather than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!

10Nov

Visibility Is Clear Well into 2022

Order activity for semiconductor equipment hit a new high for the year; All segments edged higher except for Memory; Visibility for equipment manufacturers has expanded well into 2022; At the macro level, demand remains strong, especially on the enterprise side; Businesses are flush with cash and labor-starved so they're ramping up capital spending to become more efficient and productive

09Nov

Semiconductor Sales to Pass Half-A-Trillion

Semiconductor Sales growth continues to slow due more to 2020 comps than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!

08Nov

Intel’s Foundry Strategy for Growth & IDM 2.0: What’s different?

Many find Pat Gelsinger’s foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.

08Nov

Semiconductor sales edged higher as IC weather warms

Semiconductor sales jumped by another 1% W/W while Y/Y growth continued to decelerate.

03Nov

The Number of Design Completions Is Expected to Increase Over 2% in 2021

The number of design completions is expected to increase over 2% in 2021 on the back of a strong semiconductor market.

02Nov

Savoring the Fall Rise

SOC Mobile and SOC Computing recorded the biggest gains, hitting fresh new highs for the year

01Nov

Process Control and Optimization

This was the latest of Applied’s series intended to update investors on the nitty-gritty details of modern semiconductor technology, while showing why Applied is leading.

01Nov

Intel's Foundry Strategy for Growth & Idm 2.0: What's Different?

Many find Pat Gelsinger's foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.

29Oct

Semiconductor Sales to Pass Half-A-Trillion

Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!

27Oct

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May 29, 2025

Nintendo Switch 2: NVIDIA-Powered Console to Lead 2025 Gaming Recovery

Nintendo’s Switch 2 is set to revive the console market in 2025, delivering a major leap in handheld gaming performance with NVIDIA-powered AI graphics, ray tracing, and 4K output.

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May 29, 2025

Apple and Samsung Dominate USA Smartphone Market

Get insights into the best-selling smartphones in the US for Q1 2025. See which brands and models are leading the market—full rankings available on the TechInsights Platform.

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May 28, 2025

BMW i7 Solid-State EV Prototype Hits the Road in Real-World Testing

BMW has begun road testing its i7 EV prototype powered by solid-state batteries from Solid Power. Discover how this next-gen battery tech brings higher energy density, faster charging, and improved safety to electric vehicles.

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