The outlook is gloomy as we head into 2023
The outlook is gloomy as we head into 2023 Shereen Vaux Order activity for semiconductor equipment continued to decline, falling to 52 degrees The November data from the Taiwanese manufacturers was mixed TSMC continues to increase sales to record
TechInsights' Semiconductor Analytics report
TechInsights' Semiconductor Analytics report
Questions & Answers: Case for a Mild Slowing and How TSMC took the lead in EUV
Questions & Answers: Case for a Mild Slowing and How TSMC took the lead in EUV G. Dan Hutcheson The Chip Insider® Questions & Answers: The Case for a Mild Slowing in 2023 (2 Dec 2022): Read Dan's article but am confused. Is Dan just offering up a
Foundry & IDM Capital Expenditures 4Q2022
Foundry & IDM Capital Expenditures 4Q2022 Shereen Vaux 2023 is going to be a down year for semiconductor spending. Chipmakers have caught up to demand and the inventory buildup turns from a tailwind in 1H22 into a headwind in 2H22 and continues into
TechInsights' Semiconductor Analytics report
TechInsights' Semiconductor Analytics report
It's cold and gloomy
It's cold and gloomy Shereen Vaux Order activity for semiconductor equipment continued to decline, falling to 56 degrees The decline accelerated last week with all segments losing 2 or more degrees Major chipmakers are cutting utilization
The Case for a Mild Slowing in 2023. Semiconductor Cyclicality.
The Case for a Mild Slowing in 2023. Semiconductor Cyclicality. G. Dan Hutcheson The Chip Insider® The Case for a Mild Slowing in 2023: It is always a red flag whenever there is a wide range of forecasts from forecasters… Current semiconductor
TechInsights' Semiconductor Analytics report
TechInsights' Semiconductor Analytics report
Storm clouds are starting to roll in
Storm clouds are starting to roll in Shereen Vaux Order activity for semiconductor equipment extended its decline, slipping to 59 degrees The decline is moderating but all segments are still trending lower Overall activity hasn’t been this low since
The fog is clouding visibility
The fog is clouding visibility Shereen Vaux Order activity for semiconductor equipment continued to cool off slipping, to 60 degrees The decline in the overall activity is starting to level off but remains below the Growth Decline Line All segments
TechInsights' Semiconductor Analytics report
TechInsights' Semiconductor Analytics report
The New Normal for Inventory. Fab-lite companies becoming Fabbed.
The New Normal for Inventory. Fab-lite companies becoming Fabbed. G. Dan Hutcheson The Chip Insider® The New Normal for Inventory: One of TechInsights’ most important indicators is the Inventory-to-Billings ratio, or the IB ratio. Currently there is
TechInsights ForecastPro Advanced Packaging Upload
TechInsights ForecastPro Advanced Packaging Upload Updates included are the following: ForecastPro: Packaging Demand Forecast – v22.11 Advanced Packaging Demand Forecast – v22.11 The highest-growing packaging segments were LGA and QFN followed by CSP
TechInsights Critical Subsystems Ceramic Electrostatic Chucks on the Platform
TechInsights Critical Subsystems Ceramic Electrostatic Chucks on the Platform Summary data from Ceramic E-Chuck Report is now available on the TechInsights Platform: Driving Forces Misc. Reports Ceramic E-Chucks 221116 We recently completed a focused
TechInsights' Semiconductor Analytics report
TechInsights' Semiconductor Analytics report
