Semiconductor Equipment Weather Report

TechInsights' Semiconductor Analytics Report

The Package channel continued building its periscope camera report database with a look inside the Sony Xperia 5 III smartphone. Notably, this is the first periscope camera TechInsights has examined that has a variable zoom; the magnification of the camera has two zoom settings.

The newest set of MLPerf Inference results showcase the same old vendors; almost all the data-center and edge accelerators came from Nvidia and Qualcomm. Orin was the notable newcomer.

Intel’s new Arc products are its first significant discrete GPUs, using competitive performance and hardware ray tracing to bring new competition to laptop-PC graphics cards.

The dominant AI-chip vendor, Nvidia has raised the bar with its new Hopper and Orin accelerators. Startups, hyperscalers, and large chip vendors try to compete with the company but keep falling short.

SEMI ISS, Anne Kelleher, Moore's Law G. Dan Hutcheson The Chip Insider® SEMI ISS: I have to say that 2022's conference was the best ever and I wasn't the only one who felt that way. It had record attendance and attendees were not disappointed. Maybe it was just the family-reunion-like euphoria from

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

China and Russia down G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 3% W/W in the 1st week of 2Q22. Sales are closing in on 2021 levels. The IC weather cooled another 4°F last week. Zooming in on NAND growth this week, 13-wk MA growth bounced up last week after slowing