Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
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2020 Semiconductor Revenues Up 6.5%
How did the semiconductor market size up in 2020? This Insight shows that, despite COVID, the market enjoyed above-average growth, and appears...
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2021 High Conviction: Semiconductor Growth with COVID Risk
In 2021 either the chip market will grow or a COVID-driven collapse will cause it to decline. This Insight shows how to estimate either extreme,...
679 Views
WSTS Forecast Update All Positive
WSTS announced a very bullish semiconductor forecast, but this Insight shows why the careful investor needs to understand how this forecast came to...
360 Views
October Semiconductor Revenues Continue Upward Trend
October semiconductor sales showed impressive growth. Will this acceleration continue? This post indicates that revenues are most likely to drop...
385 Views