Analysts Updates
Order Activity Is Straight and Level
With lead times for semiconductor equipment stretching well into 2022, equipment manufacturers are feeling increasingly optimistic about next year
Strategy and Tactics: Samsung’s Strategy Shift and Why We Climb Exponentials
This month was treated with SFF, or the 2021 Samsung Foundry Forum. As expected, it was a technology tour de force. What was unexpected was a fundamental shift in strategic positioning.
Applied Materials' Master Class on 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.
Semiconductor Sales Turned Up
Semiconductor Sales growth continues to slow due more to 2020 comps than a real decline.
Calmly Building Next Year's Nest
Memory activity slipped by another point but the decline was offset by SOC Mobile, which jumped higher
Semiconductor sales took a deep post-September dive last week
Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.
The Industry Is Soaring but Carries a Tether of Caution
Equipment suppliers continue to see a very strong level of activity which is why they expect 2022 to be another solid year for them.
Downturn Warning Signs. Excessive CapEx Exuberance
Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.
Semiconductor Sales Closing in on a Record $600m Year
Semiconductor sales closed in on $12B, another all-time weekly record. Semiconductor Sales are closing in on a record $600M in 2021 with 24% growth.
IBM’s Telum processor. Aart deGeus on EDA-AI.
IBM is a powerhouse in AI, as it has always been a powerhouse in semiconductor research. But this is often in the shadow of west-coast technology giants who dominate west-centric conferences.
Advanced Micro-Fabrication Equipment Inc. China earns its second triple crown
Provides state-of-the-art equipment, process knowhow, and all-star support to customers in front-end semiconductor manufacturing, back-end wafer level packaging, LED production, MEMS applications, and other semiconductor fabrication processes.
ASML awarded five stars across all of its categories
As the leading lithography innovator in the chip industry, ASML’s solutions in lithography and process control have been making it possible for chip makers progress in better and faster devices.
Meta Quest 3s Teardown Reveals Cost-Optimized VR Design
TechInsights reveals how Meta reduced VR hardware costs with the Snapdragon XR2 Gen 2 in the Quest 3s.
Samsung S25 Edge: A Showcase of Slim Design and Strategic Engineering
Samsung's S25 Edge debuts at just 5.8 mm thick, highlighting premium design and engineering trade-offs.
TechInsights Mobile App: Your On-the-Go Semiconductor Intelligence Solution
Unlock semiconductor insights on the go with the TechInsights Mobile App. Get instant AI-powered answers, benchmark competitors, and guide product roadmaps from anywhere.
