Welcome to the first edition of VLSIinsiders. Every week our analysts get together to discuss current events and key issues of concern, while trading what they’ve been hearing. The content is always good, so we thought we’d share a condensed version with you. This edition covers:
• The Trump Administration’s move to stop SMIC
• Extreme Low Temperature Processing
• New subscription business models
• Economics of the Sub-Fab
• And of course, what we’re hearing about order visibility
This week’s conversation is with Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka.