Latest Blogs and Commentary
Cirrus Logic 55 nm PMIC Products Observed in the Market
In a blog written by Stephen Russell, TechInsight's Senior Process Analyst, he explains why a logic node of 55 nm is important for a PMIC and his findings of recent teardown projects.
Critical Subsystems Driving Forces Update
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
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
SemiWEEK: AI in the Fab: Who Does it? Ukraine’s Neon Supply. Apple 3rd in Semis; Stocks Soared
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
2021 Top Semiconductor Equipment Suppliers
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
Apple Joins 3D-Fabric Portfolio with M1 Ultra?
On March 8, Apple held their “Peek Performance” event, introducing the all-new Mac Studio and Studio Display, a new iPad Air, the new iPhone SE, and two new shades of green for the iPhone 13 and iPhone 13 Pro.
Industry-leading DDR5 Technology
We have just entered into the era of DDR5 memory. All the major DRAM players such as Micron, Samsung, and SK Hynix have started to release their first DDR5 memory products (modules) since last year.
Analog & Power Rising Like 2021
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
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
Ray-Ban Stories smart glasses cameras
The new Ray-Ban Wayfarer Stories glasses are a product developed by Facebook in a partnership with EssilorLuxottica, and TechInsights decided to take a look at the cameras these smart glasses use.
It's Still Hot and the Visibility Has Extended Well into 2H22
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
SemiWEEK: Planned Capacity Additions: Is there Too Much on the Books? Stocks Fell
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Apple 3rd in Worldwide Semiconductor Market
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%
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
Qualcomm QTM545 Analysis
The Samsung Galaxy S22 Ultra has the latest and greatest Qualcomm mmWave, but not in Europe...
The Industry Soars, but Carries a Tether of Caution
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
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
SemiWEEK: Intel Investor Day. Tower, Trust, Data Analytics; Stocks Sunk
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.