It's always the darkest before dawn

It's always the darkest before dawn Shereen Vaux Order activity for semiconductor equipment held at a cold 43˚. There was no discernable change in activity among segments last week, as visibility for equipment suppliers remains limited. There were some notable changes made to our forecasts this
20Apr

Subject Matter Experts

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China’s Tech standards and foreign IP challenges

China’s Tech standards and foreign IP challenges G. Dan Hutcheson The Chip Insider® Strategy and Tactics: China’s Tech standards and foreign IP challenges Summary: Can China be successful with a standards wall strategy? Why China doesn’t respect foreign IP. “History never repeats itself but it often
18Apr

Ambarella CV72S Targets Security

Ambarella has launched the new CV72S, incorporating its third-generation CVflow architecture with a neural-network accelerator and hardware image signal processor. The chip targets high-end security cameras and adds radar support.
17Apr

NAND spot prices led the decline last week

NAND spot prices led the decline last week Shereen Vaux Order activity for semiconductor equipment slipped a degree to a frigid 43°, with memory and subcons slipping further. March results are in for the Taiwanese companies and it’s clearly still cold out there. TSMC had a YoY decline for the first
13Apr