Latest Blogs and Commentary
Inflation: Why It's Worse Than Many Fear. Moore's Law.
Inflation: Why It's Worse Than Many Fear. Moore's Law. G. Dan Hutcheson The Chip Insider® Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common
Inflation: Why It's Worse Than Many Fear. Moore's Law.
Inflation: Why It's Worse Than Many Fear. Moore's Law. February 4, 2022 Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common questions I have
Apple AirTag Teardown
Our interest in tag trackers is how much technology has evolved. We live in a world where a device the size of a US quarter-cent piece can have multiple antennas, radio ICs, a battery and continue to operate as a two-way radio, pinpointing objects within feet of accuracy for almost a full year.
Order Activity Stayed Hot Amid Supply Chain Woes
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
TechInsights Answers: Power Semiconductors - What is On-Resistance?
A common question our Power Semiconductor experts encounter is: What is on-resistance? Stated simply, on-resistance is the total resistance between the drain and source terminals of a FET.
IC Supply/Demand Indices Loosened
IC Supply/Demand Indices Loosened G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to explode out of the normal Christmas lull, ending January near 2021's peaks. The IC weather cooled 2°F last week. Semiconductor Sales growth
IC Supply/Demand Indices Loosened
Semiconductor sales continued to explode out of the normal Christmas lull, ending January near 2021's peaks. The IC weather cooled 2°F last week.
Lenovo ThinkSmart Hub Teardown
This analysis allowed us to compare or discover new manufacturers, sub-assemblies, and ICs we have found in the consumer device market with components and brands found in the business-focused ThinkSmart Hub.
Order Activity Stayed Hot Amid Supply Chain Woes
Order Activity Stayed Hot Amid Supply Chain Woes Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a sizzling 115 degrees Even though the visibility and demand for equipment suppliers is the best it's ever been
Order Activity Stayed Hot Amid Supply Chain Woes
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
Mobileye EyeQ Ultra Aims for Level 4
The ADAS-processor leader is developing a single-chip solution for self-driving cars, along with its own lidar and radars. By 2025, Mobileye hopes its system will reduce the car buyer’s add-on cost to just $10,000.
Ceva Tackles Unstructured Sparsity
NeuPro-M, a licensable deep-learning accelerator, offers up to 16x faster inferencing than the previous generation thanks to its new architecture, Winograd modifications, and unstructured-sparsity engines.
Discrete GPUs Cut Power for Laptops
Low-cost laptops get a graphics boost from AMD and Nvidia, which now offer their leading GPU architectures in low-power products that increase gaming frame rates and enable hardware ray tracing.
Inventory: Loose or Tight? Equipment Shortages.
Inventory: Loose or Tight? Equipment Shortages. G. Dan Hutcheson The Chip Insider® Inventory: Loose or Tight? We were recently asked about the TCI Graphics IC Inventory data, after the WSJ published comments from the US Department of Commerce that
The Capex Race Rages On
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022
Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App Equipment Database Module Advanced Packaging Equipment - V22.01 Wafer Fab Equipment (WFE)
IC Supply/Demand indices tighten
IC Supply/Demand indices tighten G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continue to explode out of the normal Christmas roll-over with double-digit W/W and Y/Y growth, as IC Supply/Demand tightened up. The IC weather warmed 1°F
1Q 2022 Assembly Equipment Outlook
1Q 2022 Assembly Equipment Outlook The Chip Insider® Semiconductor Manufacturing Semiconductor shortages turbocharged 2021 Assembly & Packaging and Equipment demand by growing 57% to $5.5B. While the demand growth for equipment is slowing, the high