Inventory: Loose or Tight? Equipment Shortages.

Inventory: Loose or Tight? Equipment Shortages. G. Dan Hutcheson The Chip Insider® Inventory: Loose or Tight? We were recently asked about the TCI Graphics IC Inventory data, after the WSJ published comments from the US Department of Commerce that their surveys show as little as 5 days lead times on
28Jan

IC Supply/Demand indices tighten

IC Supply/Demand indices tighten G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continue to explode out of the normal Christmas roll-over with double-digit W/W and Y/Y growth, as IC Supply/Demand tightened up. The IC weather warmed 1°F last week. Zooming in on Logic this week, the 13
26Jan

1Q 2022 Assembly Equipment Outlook

1Q 2022 Assembly Equipment Outlook The Chip Insider® Semiconductor Manufacturing Semiconductor shortages turbocharged 2021 Assembly & Packaging and Equipment demand by growing 57% to $5.5B. While the demand growth for equipment is slowing, the high business levels are expected to continue well into
25Jan

The Capex Race Rages On

The Capex Race Rages On Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to heat up with no signs of slowing down any time soon Temperatures hit a fresh new high of 115 degrees last week as chipmakers continued to announce big spending numbers Intel announced plans
25Jan

Ryzen 6000 Doubles GPU Performance

AMD’s new laptop processor, code-named Rembrandt, is the first PC processor with integrated hardware ray tracing. Its new RDNA2 GPU also doubles graphics performance relative to the previous generation.
25Jan