February 2022 – SemiAnalysis

I, Semiconductor – The Regionalization Of Semiconductors Due To Global Supply Chain Instability

February 25, 2022February 28, 2022 Dylan Patel 2 Comments

Western fabs and semiconductor capital equipment spending to go bonkers

Veeco

The Transformation of Veeco – Semiconductor Capital Equipment For EUV Masks, GaN Power and RF, Advanced Packaging, Gate All Around Laser Annealing, MicroLED, And Hard Drives

February 20, 2022March 14, 2022 Dylan Patel 0 Comments

Semiconductor Capital Equipment For EUV Masks, GaN Power and RF, Advanced Packaging, Gate All Around Laser Annealing, MicroLED, And Hard Drives

Intel

Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable? | Deep Dive On Tower Semiconductor Fabs And IP, Intel Culture Shift, Future Product And Roadmap Competitiveness By Business Unit

February 18, 2022February 22, 2022 Dylan Patel 2 Comments

Deep Dive on Tower Semiconductor Fabs And IP, Intel Culture Shift, Future Product And Roadmap Competitiveness By Business Unit

Amazon Ford FormFactor GlobalFoundries GlobalWafers Ichor KLIC Murata Power Integrations Qorvo Qualcomm Rambus Renesas Skyworks Sumco Texas Instruments TSMC

Semiconductor Roundup – GlobalFoundries, Sumco, GlobalWafers, Power Integrations, FormFactor, Texas Instruments, Ichor, Ford, Kulicke and Soffa Industries, TSMC, Amazon, Skyworks, Qorvo, Qualcomm, Murata, Rambus, and Renesas – 2/10/2022

February 10, 2022February 11, 2022 Dylan Patel 0 Comments

GlobalFoundries, Sumco, GlobalWafers, Power Integrations, FormFactor, Texas Instruments, Ichor, Ford, Kulicke and Soffa Industries, TSMC, Amazon, Skyworks, Qorvo, Qualcomm, Murata, Rambus, and Renesas

AMD Cirrus Logic DRAM Entegris Fabrinet Google KLIC Lasertec NAND NXP Rohm SK Hynix

Semiconductor Roundup – AMD, NXP, Google, KLIC, Cirrus Logic, Entegris, SK Hynix, Lasertec, Rohm, Fabrinet – 2/1/2022

February 2, 2022February 10, 2022 Dylan Patel 2 Comments

AMD, NXP, Google, KLIC, Cirrus Logic, Entegris, SK Hynix, Lasertec, Rohm, Fabrinet