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

How Data Analytics Fails Forecasters

How Data Analytics Fails Forecasters G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Data Analytics: How it fails forecasters. Data Analytics: How it fails forecasters — In general, data analytics are great management tools but poor leadership tools. Data analytics models incorporate some
11Feb

Semiconductor Sales Pull Back

Semiconductor Sales Pull Back G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 5% W/W in a typical early February dip. The IC weather warmed 1°F last week. Semiconductor Sales growth continued to hover above the 20% Y/Y bar. This is well above last year's levels at this time
09Feb

Orders Are Flitting Like Butterflies

Orders Are Flitting Like Butterflies Andrea Lati The Chip Insider® Order activity for semiconductor equipment stayed red hot at 115 degrees Visibility for equipment suppliers has extended all the way to the end of the year and backlogs are hitting all-time-highs Component shortages-typically ICs
08Feb

PCI Express Gen6 Adopts PAM4

In its sixth generation, PCI Express underwent the biggest changes since its debut in 2003, adopting PAM4 signaling. The new modulation enables data rates to reach 64Gbps per lane.
07Feb

Inflation: Why It's Worse Than Many Fear. Moore's Law.

Inflation: Why It's Worse Than Many Fear. Moore's Law. G. Dan Hutcheson The Chip Insider® Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common questions I have been asked since December of
04Feb