Critical Subsystems Driving Forces Update Updates to Critical Subsystems on Website Substrate Processing Equipment Forecasts Semiconductor and Related Equipment Annual Unit Shipments v22.02ML DF Semiconductor and Related Equipment Quarterly Unit
Lam Research's Selective Etcher and COVID Strikes Again G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Lam Research's Selective Etcher. COVID Strikes Again. What's Happening and What's the Meaning: Lam Research's Selective Etcher: Lam has
2021 Top Semiconductor Equipment Suppliers The Chip Insider® Equipment & Emerging Markets 2021 was a very strong year for the equipment suppliers with sales soaring to record-highs. However, severe supply chain shortages made 2021 a challenging year
Analog & Power Rising Like 2021 G. Dan Hutcheson Semiconductor Analytics Semiconductor sales were flat W/W in the second week of March. Though still high Y/Y, it was abnormally weak. The IC weather cooled another 1°F last week. Zooming in on Analog &
Worldwide Silicon Demand Is Expected to Increase 9% in 2022 as Semiconductor Demand Remains Strong; Stepper Shipments Surged 18% in 2021 Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module Silicon Demand - V22
It's still hot and the visibility has extended well into 2H22 Andrea Lati The Chip Insider® Order activity for semiconductor equipment hovered at a hot 114 degrees All segments held their ground, except for Memory where order activity slipped for the
Apple 3rd in Worldwide Semiconductor Market G. Dan Hutcheson The Chip Insider® Strategy and Tactics: AI in the fab: Who does it? Ukraine's Neon Supply. Apple 3rd in Semis AI in the fab: Who does it? Pretty much everybody today. Chipmakers started to
Semiconductor Sales Pass 40% G. Dan Hutcheson Semiconductor Analytics Semiconductor sales rose above a 13-week MA annual rate of 40% while matching the 34% peak of Dec 2017. The IC weather was mixed, cooling 1°F last week. Zooming in on Logic this
The Industry Soars, but Carries a Tether of Caution Andrea Lati The Chip Insider® Order activity for semiconductor equipment slipped half a point as Memory activity fell for the second week in a row The Memory market has been somewhat bumpy in the
CapEx Is Expected to Soar 23% in 2022, Surpassing the $180B Mark as Chipmakers Race to Add More Capacity Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module CapEx Distribution - V22.03 Soaring demand and
Planned Capacity Additions: Is There Too Much on the Books? G. Dan Hutcheson Planned Capacity Additions. Is there too much on the books? That's the question every chip insider has been quietly asking recently. IR pros are being relentlessly hammered
NAND Growth Stays Strong G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to rise at an annual rate close to 30% with the shortage driving demand. The IC weather rose 1°F last week. Semiconductor Sales growth continues to soar
Order Activity Remained at Record Levels Despite Rising Uncertainty Andrea Lati The Chip Insider® There was no discernable change in order activity for semiconductor equipment in the last week of February with temperatures staying near record levels
Strong Demand Coupled with Rising ASPs Will Propel Semiconductor Sales Past $675b in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module Semiconductors - V22.03 Semiconductor sales soared 26% in 2021
Intel Investor Day. Tower, Trust, Data Analytics. G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Intel Investor Day. Tower, Trust, Data Analytics. Intel Investor Day 2022: As 2020 came to a close it was clear to everyone interested, and
DRAM Growth Super-Hot G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled up as the shortage continued to drive demand, with record sales in the $10-12B/week range. The IC weather held at 88°F last week. Semiconductor Sales growth
