The Information Network

New Tripoli, PA …China has come to control 67% of mining, 91% of refining activity, 87% of oxide separation and 94% of magnet production, and now is further tightening its stranglehold on the Rare Earth market, according to the report "Rare Earths...

New Tripoli, PA …The U.S. Department of Defense's choice to award Intel $3.5 billion reveals a broader issue: the weakened state of U.S. semiconductor manufacturing.

kNew Tripoli, PA ….U.S. Sanctions against ASML, which bar the company from servicing its lithography equipment in China, can have several consequences for Chinese semiconductor manufacturers.

NEW TRIPOLI, PA….Wafer Front End (WFE) spending by major semiconductor manufacturers is projected to decrease by 5.5% in 2024, indicating a potential slowdown in equipment investments, according to the report "Global Semiconductor Equipment: Markets,...

"Intel faces severe financial losses, with $6.8 billion lost in 2023 and continued challenges in 2024, leading to reduced capital expenditures, as Intel's largest supplier, Applied Materials has seen a sharp revenue decline, losing $1.2 billion in 2023...

"The AI market is expanding rapidly, with Broadcom expected to see its AI-related revenues exceed $10 billion in 2024, significantly boosting its growth prospects," according to the article entitled "Broadcom: Data Centers, Networking, and Broadband...

NEW TRIPOLI, PA,  Applied Materials' CMP equipment market share dropped more than10% to under 50% share in 2023, as China's Huahai Qingke gained.

Applied Materials exhibited the largest drop in revenues from sales of semiconductor equipment, from 54% in Q1 2024 to 39% in 2Q 2024, according to the article entitled "Applied Materials – Loses $750 Million DRAM Business as China's Chip and Equipment...

NEW TRIPOLI, PA,  Fujifilm has strengthened its position, in the copper slurry segment, for the explosive HBM market.

NEW TRIPOLI, PA,  Intel plans to cut costs by $10 billion by 2025, including laying off approximately 15,000 employees.