Latest Blogs and Commentary
Planned Capacity Additions: Is There Too Much on the Books?
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
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
Workforce Development Solutions with SEMI
Ajit Manocha of SEMI has a conversation with Dan Hutcheson about the workforce development SEMI is accomplishing.
Order Activity Remained at Record Levels Despite Rising Uncertainty
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
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
The Upturn is Still Running Wild
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Intel Investor Day. Tower, Trust, Data Analytics.
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
Innovation in Memory with Micron Technology
Scott DeBoer of Micron Technology has a conversation with Dan Hutcheson about what it takes to innovate in Memory today.
DRAM Growth Super-Hot
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
Samsung Galaxy S22 Ultra teardown
Our colleagues did a quick teardown of the Samsung Exynos 2200-powered Galaxy S22 Ultra, so we can share some of our early teardown results now.
The Upturn Is Still Running Wild
The Upturn Is Still Running Wild Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a hot 115 degrees With backlogs at all-time-highs and visibility extending into next year, Equipment manufacturers expect 2022 to
TechInsights' 2022 Semiconductor Forecast Raised to 14%
TechInsights' 2022 Semiconductor Forecast Raised to 14% G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back for a second week in a typical February drawdown, albeit at unseen historical heights. The IC weather warmed 1°F last
Microsoft and Sony Acquisitions - a Strategy Game
Microsoft and Sony Acquisitions - a Strategy Game Contributing author: Peter Johnston Access the world's largest database of consumer electronics and semiconductor reverse engineering Login to the Platform Microsoft and Sony have independently
Orders Are Flitting Like Butterflies
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
How Data Analytics Fails Forecasters
How Data Analytics Fails Forecasters G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Data Analytics: How it fails forecasters. Data Analytics: How it fails forecasters — In general, data analytics are great management tools but poor
Semiconductor Sales Pull Back
Semiconductor Sales Pull Back G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 5% W/W in a typical early February dip. The IC weather warmed 1°F last week. Semiconductor Sales growth continued to hover above the 20% Y/Y bar
Orders Are Flitting Like Butterflies
Orders Are Flitting Like Butterflies Andrea Lati The Chip Insider® Order activity for semiconductor equipment stayed red hot at 115 degrees Visibility for equipment suppliers has extended all the way to the end of the year and backlogs are hitting
PCI Express Gen6 Adopts PAM4
In its sixth generation, PCI Express underwent the biggest changes since its debut in 2003, adopting PAM4 signaling. The new modulation enables data rates to reach 64Gbps per lane.