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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June 19, 2026

Google I/O 2026: Gemini for Home Takes Center Stage

Google I/O 2026 focused on Gemini for Home, AI-powered smart devices, and agentic AI, signaling a software-first future for the smart home market.

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June 18, 2026

PC and Tablet Market Trends | AI PCs, Apple M5 & Memory Costs

Discover the latest PC and tablet market trends, including AI PCs, Apple M5 devices, Intel Panther Lake, processor forecasts, tablet market share, and the impact of rising memory costs.

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June 17, 2026

Game Console Forecast 2030: Rising Prices, Declining Shipments, and the Future of Gaming

Discover why rising memory costs, higher console prices, and longer upgrade cycles are expected to slow game console shipments through 2030. Explore the outlook for Nintendo Switch 2, PlayStation, and Xbox in the latest TechInsights forecast.

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