Waiting for the tide to turn

Waiting for the tide to turn Shereen Vaux Order activity for semiconductor equipment held at a chilly 46 degrees Memory and SOC Mobile were the only subsegments to fall a degree Memory activity is stuck at freezing levels The positive is that the decline in memory pricing is slowing as production
28Feb

Sustainability, Export Controls, and TSMC.

Sustainability, Export Controls, and TSMC. G. Dan Hutcheson The Chip Insider® Sustainability: more than just a nice thing to do. As I have admitted before, I am not a big fan of the topic, because there is no product there. Given my Maxim, “Problems are markets and solutions are products,” There is
24Feb

It's cold and visibility hit a new low (February update)

It's cold and visibility hit a new low (February update) Shereen Vaux Order activity for semiconductor equipment slipped to a chilly 46 degrees All segments, with the exception of Other SOC compute and DAO, slipped a degree last week with memory falling even further into freezing temperatures There
24Feb