Analysts Updates

Order Activity Is Straight and Level

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

26Oct

Strategy and Tactics: Samsung’s Strategy Shift and Why We Climb Exponentials

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.

25Oct

Applied Materials' Master Class on Process Control and Optimization

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.

22Oct

Semiconductor Sales Turned Up

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

20Oct

Calmly Building Next Year's Nest

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

19Oct

Semiconductor sales took a deep post-September dive last week

Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.

18Oct

The Industry Is Soaring but Carries a Tether of Caution

Equipment suppliers continue to see a very strong level of activity which is why they expect 2022 to be another solid year for them.

11Oct

Downturn Warning Signs. Excessive CapEx Exuberance

Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.

11Oct

Semiconductor Sales Closing in on a Record $600m Year

Semiconductor sales closed in on $12B, another all-time weekly record. Semiconductor Sales are closing in on a record $600M in 2021 with 24% growth.

06Oct

IBM’s Telum processor. Aart deGeus on EDA-AI.

IBM is a powerhouse in AI, as it has always been a powerhouse in semiconductor research. But this is often in the shadow of west-coast technology giants who dominate west-centric conferences.

04Oct

Advanced Micro-Fabrication Equipment Inc. China earns its second triple crown

Provides state-of-the-art equipment, process knowhow, and all-star support to customers in front-end semiconductor manufacturing, back-end wafer level packaging, LED production, MEMS applications, and other semiconductor fabrication processes.

29Jul

ASML awarded five stars across all of its categories

As the leading lithography innovator in the chip industry, ASML’s solutions in lithography and process control have been making it possible for chip makers progress in better and faster devices.

13Jul

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June 19, 2026

Google I/O 2026: Gemini for Home Takes Center Stage

Google I/O 2026 focused on Gemini for Home, AI-powered smart devices, and agentic AI, signaling a software-first future for the smart home market.

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June 18, 2026

PC and Tablet Market Trends | AI PCs, Apple M5 & Memory Costs

Discover the latest PC and tablet market trends, including AI PCs, Apple M5 devices, Intel Panther Lake, processor forecasts, tablet market share, and the impact of rising memory costs.

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June 17, 2026

Game Console Forecast 2030: Rising Prices, Declining Shipments, and the Future of Gaming

Discover why rising memory costs, higher console prices, and longer upgrade cycles are expected to slow game console shipments through 2030. Explore the outlook for Nintendo Switch 2, PlayStation, and Xbox in the latest TechInsights forecast.

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