Analysts Updates
Order activity for semiconductor equipment hit a new high for the year
Many find Pat Gelsinger’s foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.
Copper Replacement. IFS. Shortages Hold Up Fab Capacity Expansion. Semiconductor Inflation.
Engineers always break through Moore's Walls with semiconductor innovation, which is really what Moore's Law is all about. And now a breakthrough out of quantum mechanics development is driving a replacement for copper that is as revolutionary as copper was to aluminum...
Semiconductor Sales Jumped Higher
Growth continued to slow due to tougher 2020 comps rather than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!
Visibility Is Clear Well into 2022
Order activity for semiconductor equipment hit a new high for the year; All segments edged higher except for Memory; Visibility for equipment manufacturers has expanded well into 2022; At the macro level, demand remains strong, especially on the enterprise side; Businesses are flush with cash and labor-starved so they're ramping up capital spending to become more efficient and productive
Semiconductor Sales to Pass Half-A-Trillion
Semiconductor Sales growth continues to slow due more to 2020 comps than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!
Intel’s Foundry Strategy for Growth & IDM 2.0: What’s different?
Many find Pat Gelsinger’s foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.
Semiconductor sales edged higher as IC weather warms
Semiconductor sales jumped by another 1% W/W while Y/Y growth continued to decelerate.
The Number of Design Completions Is Expected to Increase Over 2% in 2021
The number of design completions is expected to increase over 2% in 2021 on the back of a strong semiconductor market.
Savoring the Fall Rise
SOC Mobile and SOC Computing recorded the biggest gains, hitting fresh new highs for the year
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.
Supreme Court Strikes Down IEEPA Tariffs | Semiconductor Impact
The Supreme Court invalidates IEEPA tariffs as the U.S.-Taiwan trade deal reshapes semiconductor import policy. Read the TechInsights report.
Chip Observer: CES 2026, AI Power Plays, and a $48B M&A Surge
CES 2026 semiconductor news: AI PCs, Snapdragon X2 Elite, $48B in M&A, ZAM memory, and a 2026 forecast projecting a $1 trillion chip market.
Intel Panther Lake on Intel 18A: Strategic & Geopolitical Analysis
Explore Intel Panther Lake on Intel 18A, examining advanced-node execution, IDM 2.0 credibility, and strategic implications for the global semiconductor ecosystem.