With lead times for semiconductor equipment stretching well into 2022, equipment manufacturers are feeling increasingly optimistic about next year

After serving niche applications with its reconfigurable designs, Coherent Logix introduced an SoC that will serve as a development vehicle for edge AI, software-defined radio, and other real-time applications.

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.

North America-based semiconductor equipment manufacturers posted $3.72 billion in billings worldwide in September 2021 (three-month moving average basis), according to the September Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI.

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 growth continues to slow due more to 2020 comps than a real decline.

ASML Holding NV (ASML) has published its 2021 third-quarter results. Q3 net sales of €5.2 billion, gross margin of 51.7%, net income of €1.7 billion; Q3 net bookings of €6.2 billion; ASML expects Q4 2021 net sales between €4.9 billion and €5.2 billion and a gross margin between 51% and 52%.

TechInsights and Bloomberg Intelligence Analysts presented their findings on this year’s Apple flagship phone, the iPhone 13 Pro, in this webinar presentation.

Memory activity slipped by another point but the decline was offset by SOC Mobile, which jumped higher