Caution rises as clouds darken the road

Caution rises as clouds darken the road Andrea Lati Order activity for semiconductor equipment was flat last week with the overall temperature hovering at a warm 80 degrees Activity remains bifurcated with Memory and SOC Consumer slipping into correction territory while SOC Mobile, SOC Compute, and
28Sep

TechInsights Critical Subsystems Inventory on the Platform

TechInsights Critical Subsystems Inventory on the Platform Critical Sub-systems Inventory Focus Report is now available on the TechInsights Platform: Driving Forces Misc. Reports Inventory 220926 We recently completed a report on inventories of critical sub-systems for semiconductor equipment. The
27Sep

Innovusion Falcon LiDAR

TechInsights has procured the Innovusion Falcon - an industry-leading automotive-grade LiDAR that has been chosen as the standard configuration for the NIO ET7 autonomous driving system. Given the sizeable opportunities for LiDAR manufacturers , many players in the market are looking to secure deals with large auto groups and auto makers.
27Sep