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  1. M

    Global Semiconductor Equipment Sales Projected to Reach a Record of $156 Billion in 2027, SEMI Reports

    I really hope not!! That level of Cap Ex spend would bury the globe in an unprecedentedly high level of excess capacity ... no amount of 'AI demand' can justify this madness
  2. M

    TSMC February Report 2024

    Hope so ... anything less than +20 percent would be a disaster given March is a 5-week month compared with February's weeks ...
  3. M

    Samsung wafer foundry aims to overtake TSMC by 2030

    Couldn't have put it better myself; pure delusion
  4. M

    IC Insights Raises Its 2021 Worldwide IC Market Forecast to +24%

    And we were condemned as being 'ever optimistic' when we forecast 18% growth for 2021 back in January ... spot on more like it :-)
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