Certify Alexametrics gif

    Happy Holidays to All and to All a Good Cycle . . .

    The Chip Insider®
    December 20, 2021: Happy Holidays to all and to all a good cycle...
    G. Dan Hutcheson - Andrea Lati - Risto Puhakka
    VLSI wants to wish everyone a Happy Holiday season. We've just ended another space-trip year, where growth was beyond atmospheric heights. It was COVID crazy as well: Geopolitical tensions were high, with heated tensions in the Taiwan Strait, while America went after its tech titans and came perilously close to losing its democracy. The year kickoff with Auto IC shortages that quickly migrated to things that should never be short, like shipping containers. Auto makers pried governments to jump into chips, as TSMC became the Hope Diamond for all. Political leaders around the world held up chips and wafers, proclaiming everything ran on them. You knew that. The shocker was they hadn't figured out chips were the oil of this century 1/5th of the way into it. Last year we pointed out the "Central Banks pouring Vodka in the Punchbowl." Predictably the year ended with massive inflation. It wasn't supposed to happen for several years, but IC's hit half-a-trillion dollars!

    With 11 months of data in for 2021, VLSI sees IC growth of +26% and equipment at +35% - both more than 2X expectations from last year. At least we got the sign right. Next year's drivers are expected to be: The continued "better normal" buildout of IT Infrastructure, the 3nm demand ramp, and the rolling out of backlogged orders from the shortage. For 2022, VLSI sees cooling growth, with ICs at +11% and equipment at +20%. Most of the people we talk to believe this will be conservative again.

    Meanwhile, we'll hope Santa will bring our industry a great New Year where all the earnings beat expectations, all the guidance turns out to be low, and everyone gains market share. Statistical anomalies aside, we trust you, your family, and friends will have a well-deserved holiday and use these times to bring everyone together. We certainly wish you the happiest of holidays.

    We treasure your support and confidence in us and will do everything possible to be a positive part of keeping our industry on track.

    Just to let you know, VLSIresearch's offices will be performing annual maintenance December 17th through the 31st. During that time our web site may be shut down and we will not be uploading or shipping any updates.

    Happy Holidays to all and to all a good cycle

    Safe Harbor Legal Disclaimer for our Holiday Greeting

    Some of the information in this holiday greeting contains forward-looking statements regarding future events, future charitable, and/or financial performance. Statements that are not historical facts are forward-looking statements and involve inherent risks and uncertainties. These forward-looking statements generally can be identified by phrases such as "expected," "forecast," "Wishes," "Hope," "Wonder," "Merry," "Happy," "Joy," "Blessing," "Peace on Earth," "Sending Hugs," "Dreaming," "White Christmas" or other words or phrases of similar import. We wish to caution you that these statements are only predictions and that actual events or results may differ materially. These statements are based on projections made at the time of issuance and you should not place undue reliance on them. The wishor does not undertake to update any of these statements in light of new information or future events. With that in mind ...

    We wish you, on the terms and conditions of the greeting enclosed herein, a Merry Holiday and a Happy New Year! From us ("the wishor") to you (hereinafter called "the wishee"). Please accept without obligation, implied or implicit, our best wishes for an environmentally conscious, socially responsible, politically correct, low stress, non-addictive, gender neutral, celebration of the northern winter solstice holiday, practiced within the most enjoyable traditions of the religious persuasion of your choice, or secular practices of your choice, with respect for the religious/secular persuasions and/or traditions of others, or their choice not to practice religious or secular traditions at all... and a financially successful, personally fulfilling, and medically uncomplicated recognition of the onset of the next generally accepted calendar year; but with due respect for the calendars of choice of other cultures or sects, and having regard to the race, creed, color, age, physical ability, religious faith, choice of computer platform, phone OS, or dietary preference of the wishee.

    By accepting this greeting you are bound by the terms that:
    • This greeting is subject to further clarification or withdrawal.
    • This greeting is freely transferable provided that no alteration shall be made to the original greeting and that the proprietary rights of the wishor are acknowledged.
    • The wishor warrants that such person is fully authorized to issue this greeting on behalf of such represented Party.
    • The Parties expressly agree that the greeting herein is intended to be as broad and inclusive as possible under the laws of the North Pole.
    • This greeting implies no promise by the wishor to actually implement any of the wishes.
    • This greeting may not be enforceable in certain jurisdictions and/or the restrictions herein may not be binding upon certain wishees in certain jurisdictions and is revocable at the sole discretion of the wishor.
    • This greeting is warranted to perform as reasonably may be expected within the usual application of good tidings, for a period of one year or until the issuance of a subsequent holiday greeting, whichever comes first.
    • The wishor warrants this greeting is only for the limited replacement of this wish or issuance of a new wish at the sole discretion of the wishor.
    • Any references in this greeting to "the Lord," "Father Christmas," "Our Savior," "Santa," "Saint Nicholas," "Krampus," or any other festive figures, whether actual or fictitious, dead or alive, shall not imply any endorsement by or from them in respect of this greeting, and all proprietary rights in any referenced third party names and images are hereby acknowledged.
    • This greeting shall be interpreted, and the rights and liabilities of the Parties hereto determined in accordance with the laws of the Artic. Any dispute in connection with this greeting shall be resolved in a court located at the North Pole in Santa Claus County.
    Click here to get more information about Semiconductor Chip Market Research Services
    Views: 293

    The ducks are lining up for the New Ye2021 All Stars and Hall of Fame