Govt Tech Controls & Chip Slowdown G. Dan Hutcheson The Chip Insider® The Greater Geopolitical Messaging of U.S Government Technology Controls: A few weeks ago the U.S. Government put Export Controls on EDA and Wide Bandgap Substrates. Then they
Semiconductor sales dipped 6% below 2021 levels last week, as the IC weather cooled 1˚F to Chilly conditions. Zooming in on DRAMs this week, the 13-wk growth MA dropped to -13% Y/Y, falling off last year’s peak of +54% in October.
Temperatures are cooling amid rising uncertainty Andrea Lati Order activity for semiconductor equipment slipped to 82 degrees The weakness in Memory and Subcon/Adv. Packaging continued to weigh on the overall activity The memory market is now in the
Gelsinger’s Systems Foundry Business Model G. Dan Hutcheson The Chip Insider® Gelsinger’s Systems Foundry Business Model: The Foundry/IDM model is dead. Long live the Foundry model. In the beginning, there was the IDM model. The world didn’t call it
All eyes are focused on 2023 Andrea Lati Order activity for semiconductor equipment continued to cool off, dropping by half a point to 83 degrees SOC Mobile, SOC Compute, and DAO are keeping the overall order activity in positive territory More than
Workforce Development Needs and New Export Controls. G. Dan Hutcheson The Chip Insider® Happenings, Comments, Questions & Answers: Chips and Chiplet Strategy - “Fast forward to tomorrow when those fabs are built. How are we going to fill them with
Semiconductor forecast and Capital Spending for 2022 and 2023 lowered as market headwinds intensify Shereen Vaux Updates included are the following: Semiconductor Forecast- v22.09 CapEx Forecast- v22.09 The semiconductor market had a great first half
It's still very warm but there are bears around Andrea Lati Order activity for semiconductor equipment continued to trend lower, slipping to 83 degrees Activity in SOC Mobile, SOC Compute, and DAO is holding up well as equipment suppliers catch up
Chiplet Strategy. Chips Act: how long. The Transistor’s 75th Anniversary. Becoming Great. G. Dan Hutcheson The Chip Insider® Chips and Chiplet Strategy: It is a strategic error to believe a chiplet strategy without big silicon will be competitive
Surprising Near-Term versus Long-Term Decadal Trends G. Dan Hutcheson The Chip Insider® Near-Term versus Long-Term Decadal Trends: As everyone knows, the near-term picture has been darkening for some time. DRAM and Foundry markets started to shift
Still green but clouds loom Andrea Lati Order activity for semiconductor equipment extended its decline, slipping to 84 degrees All segments trended lower led by Subcon/Adv. Packaging and SOC Computing where temperatures slid more than 4 points The
Chips and Science Act G. Dan Hutcheson The Chip Insider® What’s Happening and What’s the Meaning: Chips and Science Act Passed: I must admit, I had been saying I didn’t expect the US Congress to get its act together and pass this bill. You’ll recall
