The Industry Soars, but Carries a Tether of Caution Andrea Lati The Chip Insider® Order activity for semiconductor equipment slipped half a point as Memory activity fell for the second week in a row The Memory market has been somewhat bumpy in the first two months of the year, triggering some

CapEx Is Expected to Soar 23% in 2022, Surpassing the $180B Mark as Chipmakers Race to Add More Capacity Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module CapEx Distribution - V22.03 Soaring demand and capacity shortages are driving capital spending higher

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

Planned Capacity Additions: Is There Too Much on the Books? G. Dan Hutcheson Planned Capacity Additions. Is there too much on the books? That's the question every chip insider has been quietly asking recently. IR pros are being relentlessly hammered by investment analysts who have concluded it must

NAND Growth Stays Strong G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to rise at an annual rate close to 30% with the shortage driving demand. The IC weather rose 1°F last week. Semiconductor Sales growth continues to soar as last year's shortage-inspired surge continues

Ajit Manocha of SEMI has a conversation with Dan Hutcheson about the workforce development SEMI is accomplishing.

Order Activity Remained at Record Levels Despite Rising Uncertainty Andrea Lati The Chip Insider® There was no discernable change in order activity for semiconductor equipment in the last week of February with temperatures staying near record levels Market demand for both equipment and ICs continues

Strong Demand Coupled with Rising ASPs Will Propel Semiconductor Sales Past $675b in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module Semiconductors - V22.03 Semiconductor sales soared 26% in 2021, fueled by the economic rebound from the pandemic and

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

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