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.

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...

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!

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

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!

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.

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

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

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

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.

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.

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