It’s Going to be a Cold and Rainy Spring

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
25Apr

SNUG, Inflation and our Industry

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
25Apr

Chatbots Can’t Yet Replace Analysts

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
24Apr