SEMICON West and Hyperinflation

    The Chip Insider®
    July 31, 2020 — Strategy and Tactics: SEMICON West, Hyperinflation, and Economics of Money, Inflation, and the Creation of Both. WildPhotons: It's not what you look at ...
    G Dan Hutcheson G. Dan Hutcheson
    Summaries:
    SEMICON West: Keynotes were clearly the highlights in this virtual year of COVID. I know... you thought it was the year of the rat. But this one is virtual. And COVID is a viral — if not virtual — representation of the rat. Like the rat in Chinese culture, COVID must... Since 2 is the lucky number for rats, we are doubly lucky in that there's 2 twos in 2020 and 2 really groundbreaking keynotes: Gary Dickerson's and John Kelly's ...

    Should you be worried about hyperinflation in the U.S. economy? I keep running into people who are deeply concerned about America's spending, expansion of the money supply, and the threat to inflation it might pose for turning into something like Germany's hyperinflation. I have some good answers.

    The Economics of Money, Inflation, and the Creation of Both: None of this is intuitive at all, but as you'll see, it's simple, while proving a powerful understanding of how money works in economic systems — and an understanding of what drives the inflation of consumer goods (the kind everyone hates) and inflation of assets (the kind everyone loves, like home and stock prices). We'll need to walk through a bit of economic theory, so you'll need to drop your radar defense net based on real-life experience, because this is like jumping to Quantum Physics. But I assure you, like physics, what looks complicated on the surface seems quite simple and beautiful once you understand it… When we're done, you'll have a new understanding of chip equipment sales, stocks, oil, gold, and prices for all. I hope you have fun.

    The Chip History Center: EUV 2008 Survey: When will EUV make it to production? How accurate was the crowd?

    SEMICON West and Hyperinflation


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