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.
The Future of AI: 5 Game-Changing Expectations for 2026 | TechInsights Outlook Summit
5 AI shifts will redefine 2026, join TechInsights to see what’s next. Explore forecasts on AI workloads, semiconductor innovation, and global supply chains shaping the $300B accelerator market.
The new Apple iPhone Air — Apple’s slimmest iPhone yet at 5.62 mm, featuring the A19 Pro processor, N1 connectivity chip, and updated C1X modem. Explore TechInsights’ ongoing analysis of the iPhone Air.
AI Model Trends Q3 2025: Small Models Surge as Total Count Doubles
TechInsights projects over 2.5M AI models in 2025, nearly doubling year-over-year, with small models and multimodal AI driving the next wave of innovation.