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VLSIinsiders

    
 
On the Silicon Road Again

On the Silicon Road Again

VLSIinsiders’ cloudside chat —December 1, 2021 This week Dan Hutcheson and Risto Puhakka discuss what insiders were saying in Europe and Hawaii at SEMI’s ITPC and SEMICON Europa events as well as the MOVE conference on sustainable ...

Dec 1, 2021
Semiconductor Industry Macro Trends

Semiconductor Industry Macro Trends

VLSIinsiders' Cloudside Chat - November 18, 2021 This week some of us are traveling, so Dan Hutcheson goes over his SEMI ITPC presentation on New Challenges = Greater Opportunities which addresses issues such as VLSI’s 2022 semiconductor foreca...

Nov 18, 2021
Semiconductor Market on track to hit $0.6T in 2021

Semiconductor Market on track to hit $0.6T in 2021

VLSIinsiders’ cloudside chat — October 7, 2021 This week Dan Hutcheson, Jason Abt, and Risto Puhakka discuss: The positive sign that electronic prices are turning up Wafer prices are 40% higher than a year ago August WSTS was really str...

Oct 7, 2021
Semiconductor Industry Strategic Trends

Semiconductor Industry Strategic Trends

VLSIinsiders' Cloudside Chat — September 29, 2021 This is the talk Dan Hutcheson gave for the Semiconductor Industry Association’s state of the U.S. semiconductor industry webinar. In it, he discusses… How the Chip Innovatio...

Sep 29, 2021
TSMC's gift to the industry

TSMC's gift to the industry

VLSIinsiders' cloudside chat — September 22, 2021 This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about … TSMC’s gift to the industry. 2021 forecast updates: Few notable ch...

Sep 22, 2021
Europe’s semi share loss and most advanced memory maker

Europe’s semi share loss and most advanced memory maker

VLSIinsiders’ cloudside chat — September 09, 2021 This week Andrea Lati, Dan Hutcheson, and Jason Abt discuss what insiders are saying about … Has Europe really lost so much share of semiconductor manufacturing, going from 44% in...

Sep 9, 2021
AMD's Chiplet roadmap - the Nvidia-Arm deal - Forecast

AMD's Chiplet roadmap - the Nvidia-Arm deal - Forecast

VLSIinsiders’ Cloudside Chat — August 25, 2021 This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about ... What is AMD doing next with chiplets? What does the latest Ryzen™ chip ...

Aug 25, 2021
The auto shortage is a riddle, wrapped in a mystery, inside an enigma
Aug 5, 2021
Inflation in the semiconductor supply chain

Inflation in the semiconductor supply chain

VLSIinsiders’ cloudside chat — July 21, 2021 This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss what insiders are saying about … Inflation in the semiconductor supply chain ASML’s results The big or...

Jul 21, 2021
COVID hits innovation and Semiconductor ASPs down in a shortage
Jul 8, 2021
Semi Shortage, China fab holdup, Etch Market

Semi Shortage, China fab holdup, Etch Market

VLSIinsiders’ cloudside chat — June 23, 2021 This week Andrea Lati, Dan Hutcheson, and Risto Puhakka discuss what insiders are saying about … The Status of the Semiconductor Shortage. China: What’s up with the 28nm chip fa...

Jun 23, 2021
Semiconductor Shortage is Ending

Semiconductor Shortage is Ending

VLSIinsiders' cloudside chat — May 19, 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 suppl...

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

VLSIinsiders’ cloudside chat — May 12, 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 ...

May 12, 2021
VLSIinsiders’ cloudside chat — April 21 2021

VLSIinsiders’ cloudside chat — April 21 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...

Apr 21, 2021
VLSIinsiders’ cloudside chat — April 07, 2021

VLSIinsiders’ cloudside chat — April 07, 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&...

Apr 7, 2021
VLSIinsiders’ cloudside chat — March 31, 2021

VLSIinsiders’ cloudside chat — March 31, 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...

Mar 31, 2021
VLSIinsiders’ cloudside chat — March 17, 2021

VLSIinsiders’ cloudside chat — March 17, 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...

Mar 17, 2021
VLSIinsiders’ cloudside chat — March 10, 2021

VLSIinsiders’ cloudside chat — March 10, 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...

Mar 10, 2021
VLSIinsiders’ cloudside chat — March 03, 2021

VLSIinsiders’ cloudside chat — March 03, 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...

Mar 3, 2021
VLSIinsiders' cloudside chat — February 17,  2021

VLSIinsiders' cloudside chat — February 17, 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...

Feb 17, 2021