Semiconductor Analysis & Research, Ingenuity

Semicon Alpha

Review latest developments in semi, key indicators, review WFE, Silicon Wafers, Memory, CPU/GPU, Foundry, forecast etc.

Semiconductor Analysis & Research

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Thematic (Sector/Industry)

United states It / Thematic (Sector/Industry)

<ul><li>The origins of the current semiconductor downturn can be traced back to last May.</li><li>That’s when the leading PC OEMs posted their first quarter results, and in some cases, their second quarter outlook.</li><li>For some context, it is well understood that the pandemic roused the slumbering PC market to an extraordinary degree after the initial shock waves reverberated around the globe in Q1 2020.</li></ul>

The origins of the current semiconductor downturn can be traced back to last May.That’s when the leading PC OEMs posted their first quarter results, and in some cases, their second quarter outlook.For some context, it is well understood that the pandemic roused the slumbering PC market to an extraordinary degree after the initial shock waves reverberated around the globe in Q1 2020.

Anatomy Of A Semiconductor Downturn