It’s Going to be a Cold and Rainy Spring Shereen Vaux Order activity for semiconductor equipment fell by another point, hitting a new record low for the year. All segments moved lower as sentiment continued to weaken. ASML delivered another strong quarter and its guidance beat expectations. LAM

SNUG, Inflation and our Industry G. Dan Hutcheson The Chip Insider® Summary: SNUG: The Synopsys users group symposium … Synopsys decision, leadership, and management processes around integrating AI … HI and Chiplet Advances … How chiplets will grow the Test Equipment Market … Microbumps: another red

The First FR2-capable Smartphone Built with MediaTek’s SoC chipset (Dimensity 1050)

Chatbots Can’t Yet Replace Analysts ChatGPT and other chatbots have raised concerns that they could replace humans. We analyze their relevance to the task of analysis and explain their inadequacies. Anand Joshi Chatbots have created a stir over whether AI can replace white-collar workers such as

Lemur Imaging’s LMR technology compresses image data by up to 50% with no visually perceptible loss in typical cases. A guaranteed compression ratio lets chips function with smaller image buffers.

The Version 3.0 MLPerf Inference results show data-center AI engines making gains relative to tests from six months ago. Nvidia continues post the highest scores, but Qualcomm achieved power-efficiency leadership on a couple tests.

It's always the darkest before dawn Shereen Vaux Order activity for semiconductor equipment held at a cold 43˚. There was no discernable change in activity among segments last week, as visibility for equipment suppliers remains limited. There were some notable changes made to our forecasts this