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Missed The AI Mania Surge? Here's A Few Options Still Worth Considering
Taiwan has a surprising number companies critical to the AI hardware supply chain
16 mins ago
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William Martin Keating
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Missed The AI Mania Surge? Here's A Few Options Still Worth Considering
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Siltronic To Exit Small Diameter Wafer Market by 2025
China likely now self-sufficient in the supply of 150mm and smaller diameter silicon wafers
Mar 24
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William Martin Keating
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Siltronic To Exit Small Diameter Wafer Market by 2025
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Intel. CHIPS Act Funding Ceremony Overshadowed By Reports Of New Fab Delays
The timing couldn't have been more awkward..
Mar 22
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William Martin Keating
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Intel. CHIPS Act Funding Ceremony Overshadowed By Reports Of New Fab Delays
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Micron. Back In The Black & No Going Back
Micron surprised by regaining profitability one quarter earlier than anticipated
Mar 21
•
William Martin Keating
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Micron. Back In The Black & No Going Back
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Generative AI. Innovation Turns To Litigation, Licensing & Regulation
There's a heck of a lot of thorny issues to we worked out in the years ahead
Mar 18
•
William Martin Keating
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Generative AI. Innovation Turns To Litigation, Licensing & Regulation
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Semiconductor 2023 Key Indicators In Review, 2024 Forecasts
How will AI-enabled PCs and Smartphones impact unit shipments in 2024?
Mar 12
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William Martin Keating
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Semiconductor 2023 Key Indicators In Review, 2024 Forecasts
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Silicon Wafers Area Shipments Decline 14.3% YoY in 2023
we expect Q124 revenues to be down ~20% QoQ and anticipate a further 5% YoY decline in full year 2024 shipments
Mar 8
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William Martin Keating
1
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Silicon Wafers Area Shipments Decline 14.3% YoY in 2023
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Global Semi Sales Decline 2.3% MoM In January
It's the first MoM decline in semi sales since February 2023
Mar 6
•
William Martin Keating
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Global Semi Sales Decline 2.3% MoM In January
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Semiconductor WFE 2023 In Review, 2024 Outlook
China's WFE spend in 2023 was ~1.5x Taiwan & ~2x Korea
Mar 2
•
William Martin Keating
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Semiconductor WFE 2023 In Review, 2024 Outlook
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February 2024
Semiconductor Memory 2023 In Review, 2024 Outlook
After reaching a trough in Q123, the Memory segment staged a painfully slow recovery through the second and third quarters of the year. However, Q423…
Feb 29
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William Martin Keating
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Semiconductor Memory 2023 In Review, 2024 Outlook
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Intel Snags Altman To Close Foundry Day Event
OpenAI's Sam Altman's Q&A with Gelsinger lasted a little over two minutes.
Feb 24
•
William Martin Keating
2
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Intel Snags Altman To Close Foundry Day Event
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SUMCO's Sobering Outlook For Silicon Wafers
However, demand growth driven by AI capable devices is a significant bright spot on the horizon...
Feb 22
•
William Martin Keating
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SUMCO's Sobering Outlook For Silicon Wafers
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