#ChipChirps - Twitter Hashtag

TechInsights Manufacturing Analysis @TechInsightsMFG

over 5 years ago

#ChipChirps™ from #VLSIresearch's app > Tom Caulfield, GF said "Semiconductor shortage could lag behind demand into 2022" > Driven by demand "inflection point from compute centric to pervasive demand" and 3COVID > GlobalFoundries is considering an IPO in 2022

0

2

1

0

TechInsights Manufacturing Analysis @TechInsightsMFG

over 5 years ago

#ChipChirps™ from #VLSIresearch's app. > TSMC Jan revenues up 22% y/y > #ASML shipped 31 EUV tools in 2020, expect to do 45-50 systems in 2021 > #China 20% of revenue in 2020, up 80% over 2019 > #Lam Research 4Q20 Revenues+9% > China 35% of revenue

0

2

1

0

TechInsights Manufacturing Analysis @TechInsightsMFG

almost 6 years ago

#ChipChirps™ from #VLSIresearch's app #Semiconductor sales continued to set seasonal records at close to a 20% Y/Y gain. The IC weather warmed to 85˚ F. Electronics Prices slid with weakness in Laptops and #Consumer. Conditions saw slight improvements for #DRAM, #IDM & Analog.

0

2

0

TechInsights Manufacturing Analysis @TechInsightsMFG

almost 6 years ago

#ChipChirps™ from #VLSIresearch's app > GLOBALFOUNDRIES is penetrating #AI accelerator market with 12LP+ due to its superior PPC > #FDSOI was already the IoT process for PPC, so extending it into AI is a no-brainer > #DRAM Prices are often the canary in the coal mine

0

1

0

TechInsights Manufacturing Analysis @TechInsightsMFG

about 6 years ago

#ChipChirps™ from #VLSIresearch's app. > YMTC investing to add 100K WSM to its 200K Wuhan fab for 128L NAND process > Nanya 10x DRAM process looks close to entering pilot production >10y 1Bnm version set for 2021 > TSMC June sales up 41% y/y > Worse than GREAT DEPRESSION

0

1

0

TechInsights Manufacturing Analysis @TechInsightsMFG

over 6 years ago

#ChipChirps™ from #VLSIresearch's app. > Lisa Su @AMD bold enough to guide for full year, pegged #AMD growth at 20-30%. > #Intel & #AppliedMaterials cited as one of best companies in taking care of employees through the downturn #semiconductorindustry #marketresearch #icmarket

0

2

0

TechInsights Manufacturing Analysis @TechInsightsMFG

over 6 years ago

#ChipChirps™ from #VLSIresearch's app. semiStockWEEK: VLSI's #SemiconductorStock Indices ended the week mixed while the market slipped. VLSI’s #Semiconductor #Stock Index was led up 1% by #MediaTek, #JCET, and #Kingpak. #semiconductorindustry #marketresearch semiconductortrends

0

2

0

TechInsights Manufacturing Analysis @TechInsightsMFG

over 6 years ago

#ChipChirps™ from #VLSIresearch's app. #Coronavirus #Semiconductor Billings Watch: IC sales did decline deeper last week than in past pandemics at week+1 after a global emergency announcement by the World Health Organization according to the latest. #vlsi #vlsiresearch #ic #chip

0

2

0