Order activity remains frigid Shereen Vaux Order activity for semiconductor equipment held at a cold 42°. SoC Mobile and SoC Digital Consumer continued to weaken. Subcon/Advanced Packaging hit a new low for the year as visibility remains low. Memory activity remained in a deep freeze as supplier

China’s Semiconductor Strategy G. Dan Hutcheson The Chip Insider® Summary: China’s Secret Semiconductor Strategy & Tactics: As everyone knows, China’s public Semiconductor Strategy rests on Made in China 2025 and mil-civ fusion. The first was intended to spend its way to vertical value chain

Nordic Semiconductor and Silicon Labs have updated their wireless multiprotocol SoCs for home and factory systems. Nordic improves the processing and radio, while Silicon Labs fills a package-size gap in its lineup.

Texas Instruments has launched Arm-based embedded processors for video analysis. They integrate the company’s proven C7x DSP and matrix unit to accelerate AI.

TechInsights' Semiconductor Analytics Report

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