LATEST
Semi Supply Chain Cutting Expectations as Phone Sales Plummet
SemiAnalysis total phone sales projections for the year have dropped by roughly 50 million units! Not everything is peachy keen in the year 2021, for the darling semiconductor industry.
LOGIC
Trailing Edge is Going Gangbusters ($KLIC)
SemiAnalysis has been clamoring about $KLIC for months on Twitter and backchannels, but recently extremely bullish news has been come
Achronix Goes Public | The Only Independent Leading Edge FPGA Silicon and IP Provider
Achronix, a high end FPGA provider is going public via SPAC. They are the only independent company with offerings on
Intel Icelake Server Die Size & Floorplan Inefficiencies Revealed
Icelake server CPUs are set to qualify for production at the end of Q4 2020 and ramp in Q1 2021
DRAM
LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business
The dry photoresist technology LAM has developed could become a multiple billion dollars business by the end of the decade.
NAND
The Impending Chinese NAND Apocalypse
SemiAnalysis projects that within the next 5 years, at least a few of the companies with a NAND fab will consolidate or sell their stakes.