Semiconductor capacity utilization (the ratio of production to capacity) appears to be on the rise, based on available data. Reliable global industry capacity data has not been available since Semiconductor Industry Capacity Statistics (SICAS) disbanded in 2011.
TSMC and UMC (the two largest pure-play foundries according… Read More






Musk’s Orbital Compute Vision: TERAFAB and the End of the Terrestrial Data Center