TechInsights Critical Subsystems Commodity Ceramics Summary on the Platform Updates included are the following: Driving Forces Misc. Reports Commodity Ceramics 230110 We recently completed a focused report on commodity ceramics (includes Alumina, Aluminum Nitride, and Yttria) for semiconductor

Roads are icy as fog clouds visibility Shereen Vaux Order activity for semiconductor equipment held at a chilly 50 degrees. All segments remained the same from last week, with the exception of Memory which continued to lose ground Memory continues at freezing levels as Chipmakers continue to digest

Intel’s new Xeon delivers upgrades in core count and accelerators. It also updates the company’s server platform with PCIe Gen5, DDR5, and CXL.

Over the past year, a few CPU-IP vendors have adopted RISC-V, challenging both Arm and RISC-V startups. Meanwhile, AI-accelerator vendors are jockeying to stand out in a crowded field.

The year 2022 saw AI accelerators and DPU becoming mainstream in data center servers. Chiplets came to more CPUs while the chip power consumption reached a new high, necessitating a rethink in cooling.

The Chip Insider’s Strategic Forecast G. Dan Hutcheson The Chip Insider® The Chip Insider’s Strategic Forecast for 2023: Here’s what I believe the important strategic issues will be this year in the supply chain. These are the areas where you need to find positions for yourself and company for

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

TechInsights Critical Subsystems Driving Forces Update on Platform Updates included are the following: Driving Forces Device Forecast Summary Forecast for Electronics Revenues Forecast for Semiconductor Revenues, Unit Shipments, and ASPs An updated electronics and semiconductor device forecast is

Logic Blog A Trip Down TSMC Memory Lane – Part 2 Dick James To start Part 2 of the blog, we backtrack to 1998, when the 0.25-µm process was launched. One of the comments from Shang-Yi Chiang’s (former VP of R&D at TSMC) oral history was that when he joined in 1997, TSMC could not get papers accepted

TechInsights' Semiconductor Analytics report