Empowering display industry professionals with cutting-edge insights and analysis
by Milos Pavlovic
What They Say It’s not news that chip supply chains are constrained, but TSMC said that even though it’s revenues are expected to be up 37% year on year in Q2, it is struggling …
Tags:Financial Data| Production Capacity| Semiconductor Market| Supply Chain| TSMC
by Bob Raikes
What They Say Nikkei reports news from TSMC that demand for CE goods is starting to slow amid the uncertainties of the Russian war on Ukraine and Covid-related uncertanties in China. The Chairman, Mark …
Tags:CE (Consumer Electronics) Data| Macroeconomics| Semiconductor Market| TSMC
by Bob Raikes
What They Say Counterpoint Research published its data on the semiconductor market in Q4 2021 which showed Samsung well ahead of Intel with strong DRAM and NAND sales. Major smartphone SoC and GPU vendors …
Tags:Broadcom| Nvidia| Qualcomm| Samsung| Semiconductor Market| TSMC
by Bob Raikes
What They Say Bob O’Donnell is an analyst that we pay attention to (and he sometimes contributes DD articles). When he says something is important, I pay attention. He said that an announcement last …
Tags:AMD| Apple| Arm| | Google| Intel| Nvidia| Qualcomm| Semiconductors| TSMC
by Bob Raikes
Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the second part of this week. TSMC, Sony to Open $7 Billion Chip …
Tags:Desktop Monitors| Field Monitors| Interfaces| MiniLED| Semiconductors| Smart TV| sony| TSMC| UK (United Kingdom)
by Bob Raikes
Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. The best Dolby Vision movies to test …
Tags:Apple| Augmented Reality| China| Dolby Vision| LED| Outdoor Displays| Satellite| Semiconductor Market| Super Hi-Vision (8K)| TSMC
by Bob Raikes
What They Say Samsung is to boost its investment plans to a total of $206 billion over the next three years, creating 40,000 new jobs and will include Samsung Display according to the Korea …
Tags:Forecasts| Investment| Samsung| Semiconductors| TSMC
by Artem Alekseenko
IC Insights released its August Update to the 2021 McClean Report this month, which includes a review of the top-25 semiconductor sales leaders for 2Q21. The top-10 suppliers for 2Q are covered in this …
Tags:Analytics & Tools| Intel| Samsung| Semiconductor Market| TSMC
by Bob Raikes
What They Say We don’t cover semiconductors in any real sense, but a few stories caught my eye over recent weeks and suggest a shift in the ‘tectonic plates’ of the industry. AMD had …
Tags:AMD| Intel| Semiconductors| TSMC
by Bob Raikes
What They Say The Nikkei said that it had seen a letter from TSMC to clients asking them to accept higher prices so that it can ramp up investments as it has seen a …
Tags:Investment| Semiconductor Market| TSMC
by Bob Raikes
Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. AMC Theatres to Have 98% of Its …
Tags:APAC| Cinema| Investment| LED| LG Electronics (LGE)| MEA (Middle East & Africa)| Notebooks| OLED TVs| Outdoor Displays| Pay TV| PC Market (Personal Computers - PCs)| PlayStation| Samsung| Semiconductor Industry| Smartphone Market| sony| TSMC| TVs (TV Sets)| USA| Virtual Reality
by Bob Raikes
What They Say Nikkei reported that Apple is to work with TSMC on the manufacture of microdisplays using OLED technology at a ‘secretive’ facility in Taiwan. The report said that the project is now …
Tags:Apple| Microdisplays| OLEDs| Taiwan| TSMC
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