This Time it's Different for Semiconductors ... 2Q17 Status Report ... with Andrea Lati

     Andrea Lati     VLSIresearch Inc
      32680      Aug 1, 2017
    This Time it's Different for Semiconductors … or is it??? There are a lot of odd things happening in what has become a super-cycle. Coming off a seasonally soft first quarter, this quarter turned hot. And conditions keep getting hotter. Are we headed for a cliff??? Is there a new law in town … the law of Christmas???

    To answer these questions and more, Andrea Lati and I are back with a 2nd Quarter 2017 update on market trends in the semiconductors and semiconductor equipment. A range of issues spanning Semiconductors, Chip Manufacturing Equipment, Materials and Electronics are covered. We talk where the opportunities and problems are right now.

    Here’s a list of important topics to cover

    - Chip Prices
    - Inventory
    - Silicon Shipments
    - Wafer Fab Capacity Utilization
          - Silicon shipments from wafer fabs
          - High Capacity Utilization
          - The Wafer Shortage
          - 300mm vs 200mm
    - Semiconductor CapEx

    Andrea Lati leads VLSIresearch's Chip Making Markets research group. He's also one of the most respected tech forecasters in the world, as well as accurate.
    About weVISION: weVISION is a series of video interviews of visionaries by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Environment, Electronics, healthcare and Business divisions.