Intel Investor Day. Tower, Trust, Data Analytics.

Intel Investor Day. Tower, Trust, Data Analytics. G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Intel Investor Day. Tower, Trust, Data Analytics. Intel Investor Day 2022: As 2020 came to a close it was clear to everyone interested, and more importantly to Intel's board, that a change was
25Feb

DRAM Growth Super-Hot

DRAM Growth Super-Hot G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled up as the shortage continued to drive demand, with record sales in the $10-12B/week range. The IC weather held at 88°F last week. Semiconductor Sales growth continued to hover above the 20% Y/Y bar last week
23Feb

The Upturn Is Still Running Wild

The Upturn Is Still Running Wild Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a hot 115 degrees With backlogs at all-time-highs and visibility extending into next year, Equipment manufacturers expect 2022 to be another double-digit growth year The
17Feb

TechInsights' 2022 Semiconductor Forecast Raised to 14%

TechInsights' 2022 Semiconductor Forecast Raised to 14% G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back for a second week in a typical February drawdown, albeit at unseen historical heights. The IC weather warmed 1°F last week. Semiconductor Sales growth continued to hover
16Feb

Microsoft and Sony Acquisitions - a Strategy Game

Microsoft and Sony Acquisitions - a Strategy Game Contributing author: Peter Johnston Access the world's largest database of consumer electronics and semiconductor reverse engineering Login to the Platform Microsoft and Sony have independently announced they are pursuing massive gaming acquisitions
15Feb