Nvidia-Arm Deal: Does It Make Technological Sense?
The proposed Nvidia-Arm deal is no longer an idle speculation but appears real. So the next question is: does it…
US-China Cold War: How Did We Even Get Here?
The history of U.S.-China relations has been laced with a series of often gratuitous tit-for-tat trade sanctions. How did we…
NAND Flash Market Weakens Rapidly in 3Q20 with Decline in Wafer Prices
After spot prices have been falling for some time, the NAND Flash market is formally seeing a general decline in…
Power GaN and SiC: Entering a New Era
Yole Développement estimated a general view of wide bandgap materials such as Gallium Nitride and Silicon Carbide...
It’s Time for Intel to Double Down on Foundry Business
Intel Corp. dropped the ball. It should today be the world’s biggest semiconductor foundry; not TSMC. This can still change…
Global Semiconductor Packaging Materials Market to Reach $20.8B by 2024
The global semiconductor packaging materials market will track chip industry growth to expand from $17.6 billion in revenue logged in…
How the US-China Tech Cold War Is Deepening
Semiconductors are the chokepoint in the coming U.S.-China Technology Cold War, a conflict that’s guaranteed to have unforeseen consequences...
Intel’s 7nm Delay Presents Opportunity for AMD
AMD's gain in market share against Intel is more likely, as we reported earlier, given Intel's yet another delay on…
U.S. Export Controls Could Dampen Demand for Chip Gear
U.S. semiconductor equipment manufacturers are waiting for the other shoe to drop as Huawei-aimed export controls could dampen demand for…
2Q20 Silicon Wafer Shipments Up Over 1Q20 and Year-Ago Volumes
Worldwide silicon wafer area shipments rose 8% to 3,152 million square inches in the 2nd quarter of 2020 compared to…