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Semiconductor Shortage is Ending

Semiconductor Shortage is Ending

VLSIinsiders’ cloudside chat — 19 May 2021 Subsystem M&A is hot. What’s it about? VLSI’s Minor forecast update … NOT! Equipment? Silicon? The semiconductor shortage, is it ending? How many equipment companies sup...

19-May-2021
VLSIinsiders’ cloudside chat — 12 May 2021

VLSIinsiders’ cloudside chat — 12 May 2021

Are we overheated? IC Inventory? Demand slowing: China coming off 18% 1Q21 GDP growth and India COVID. Auto IC shortage: is it over? SmartPhones: Overbuild for Huawei drop out? Subsystems demand? About VLSIinsiders: Every week our analysts have a ...

12-May-2021
VLSIinsiders’ cloudside chat — 21 Apr 2021

VLSIinsiders’ cloudside chat — 21 Apr 2021

Government monetary vaccination of the semiconductor industry. Macro Economy versus Slowing Semiconductor Growth. When does the shortage turn into a glut? The UK Government’s funding a SiC Fab. The new Cryptocurrency Chip boom. OSAT CapEx e...

21-Apr-2021
VLSIinsiders’ cloudside chat — 07 Apr 2021

VLSIinsiders’ cloudside chat — 07 Apr 2021

The street says the semiconductor industry is going down. Is it overheated or underheated? What’s the alternative case? Macroeconomic factors? Business productivity. Infrastructure investments. Digitalization pull-ins. The new roaring 20&...

07-Apr-2021
VLSIinsiders’ cloudside chat — 31 Mar 2021

VLSIinsiders’ cloudside chat — 31 Mar 2021

The new Forecast Updates to +20% How the whisper numbers from 2 months ago held up Can the supply chain keep up All they’ve ever seen is an upturn Semiconductor stocks dropping before Micron’s earnings call Market social media forum...

31-Mar-2021
VLSIinsiders’ cloudside chat — 17 Mar 2021

VLSIinsiders’ cloudside chat — 17 Mar 2021

There was another major upgrade. This time to +20%. We talk about DRAM, Logic, Foundry, and Equipment. What drove the change? What about IC’s Inventory, double orders, and other spoilers. About VLSIinsiders: Every week our analysts have...

17-Mar-2021
VLSIinsiders’ cloudside chat — 10 Mar 2021

VLSIinsiders’ cloudside chat — 10 Mar 2021

Geopolitical Chip Poker game: Governments want a fab & semiconductor companies want free government money. US — Albany, Intel, TSMC? Samsung? President Biden raised, pushing a big stack of chips on the table EU — imec, Intel, TS...

10-Mar-2021
VLSIinsiders’ cloudside chat — 3 March 2021

VLSIinsiders’ cloudside chat — 3 March 2021

EPA regulation that could stop shipment of semiconductor equipment Covers all electronics New forecast update Shortages everywhere… More than Auto, even Tesla Qualcomm DRAMs — Prices soaring, Nanya Crypto’s back affecting AM...

03-Mar-2021
VLSIinsiders' cloudside chat — 17 February 2021

VLSIinsiders' cloudside chat — 17 February 2021

More pain for Auto makers with Wafer Fab Shutdowns: Renesas and Fukushima earthquake. NXP, Infineon, Samsung, and the winter ice storms. Can the semiconductor equipment industry grow 20% in 2021? Cleanroom whitespace availability. Cleanroom A&am...

17-Feb-2021
VLSIinsiders' cloudside chat — 27 January 2021

VLSIinsiders' cloudside chat — 27 January 2021

Acquisitions slowing: deals being canceled due to high valuations Chinese competitors taking share in subsystem markets Where are they in equipment Companies shifting investments out of China Is VLSI’s equipment forecast too low? Assembly e...

27-Jan-2021
VLSIinsiders' cloudside chat — 13 January 2021

VLSIinsiders' cloudside chat — 13 January 2021

The Outlook – What insiders are saying about the 2021 semiconductor market Whisper number on WFE growth Auto IC shortage Materials shortages – especially packaging Intel’s new CEO About VLSIinsiders: Every week our analysts have a...

13-Jan-2021
VLSIinsiders' cloudside chat — 06 January 2021

VLSIinsiders' cloudside chat — 06 January 2021

2021 is here and this week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka kick off the year with the latest things they’ve heard since the industry holiday shut-down started the week before Christmas. This includes how the momentum fr...

06-Jan-2021
VLSIinsiders’ cloudside chat — 3 December 2020

VLSIinsiders’ cloudside chat — 3 December 2020

The recent events in China and their impact on semiconductor equipment How 2020 is closing out and the Outlook for 2021 Next year – John – The mystery around specialty chip makers starting to buy now And 2022: Is it a downturn waiting t...

03-Dec-2020
VLSIinsiders’ cloudside chat — 18 November 2020

VLSIinsiders’ cloudside chat — 18 November 2020

VLSI's latest forecast upgrades for Semiconductors, Equipment, and Critical Subsystems. About VLSIinsiders: Every week our analysts have a cloudside* chat to discuss current events and key issues of concern, while sharing what they’ve heard ov...

18-Nov-2020
VLSIinsiders’ cloudside chat — 4 November 2020

VLSIinsiders’ cloudside chat — 4 November 2020

Current business conditions Planning cycle has started Equipment business is accelerating Korea DRAM equipment surge vs NAND mix shifts The Outlook – Order visibility pushing into the first half Guidance Could we be fooling ourselves? ...

04-Nov-2020
VLSIinsiders’ cloudside chat — 28 October 2020

VLSIinsiders’ cloudside chat — 28 October 2020

The Semiconductor Outlook – It’s been very quiet out there Equipment demand has shifted from China and Taiwan to Korea. What’s up with TSMC’s Fab in AZ Impact of the COVID-19 resurgence About VLSIinsiders: Every week our ...

28-Oct-2020
VLSIinsiders’ cloudside chat — 14 October 2020

VLSIinsiders’ cloudside chat — 14 October 2020

The Outlook – What’s the order visibility? Business is good now But there is no visibility 3 to 6 six months out Weather – Where’s the demand coming from: Mobile John has 5G and says it’s incredible Last week’...

14-Oct-2020
VLSIinsiders on SMIC, Japan, & the economy

VLSIinsiders on SMIC, Japan, & the economy

VLSIinsiders — a cloudside chat 7 October 2020 The Trump Administration lockdown on SMIC Tech decoupling Policy development in Japan’s semiconductor supply base Impact on 2021: will it be down...

07-Oct-2020
VLSIinsiders on the Semiconductor Market — 30 September 2020

VLSIinsiders on the Semiconductor Market — 30 September 2020

The Trump-Biden debate on uncertainty How Micron’s earnings call changed the memory outlook The 4 week decline of the DRAM Market Semiconductors inventory: Is it too high? How the Disney layoffs darken the economic outlook And, as always, what...

05-Oct-2020