Analysts Updates
Order Activity Is Straight and Level
Strategy and Tactics: Samsung’s Strategy Shift and Why We Climb Exponentials
Applied Materials' Master Class on Process Control and Optimization
Semiconductor Sales Turned Up
Calmly Building Next Year's Nest
Semiconductor sales took a deep post-September dive last week
The Industry Is Soaring but Carries a Tether of Caution
Downturn Warning Signs. Excessive CapEx Exuberance
Semiconductor Sales Closing in on a Record $600m Year
IBM’s Telum processor. Aart deGeus on EDA-AI.
Advanced Micro-Fabrication Equipment Inc. China earns its second triple crown
Apple M5 Pro Package Analysis: TSMC's SoIC-X F2F Hybrid Bonding in Consumer Computing
TechInsights analyzes the Apple M5 Pro APL1X15 package, revealing TSMC SoIC-X F2F hybrid bonding, CPU and GPU chiplets, silicon interposer routing, and verified die costs.
Why the AI Memory Shortage Could Keep DRAM and NAND Prices High for Years
AI-driven demand is creating the biggest memory shortage in history. Discover why DRAM and NAND prices are expected to remain elevated through the rest of the decade.
DRAM Market Update Q2 2026: Why This Cycle Looks Different
Stronger-than-expected demand, rising AI memory requirements, evolving procurement models, and record profitability are transforming the DRAM market in ways that differ from those of previous cycles.