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Inflation in the semiconductor supply chain

Inflation in the semiconductor supply chain

VLSIinsiders’ cloudside chat — 21 Jul 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 orde...

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
VLSIinsiders' cloudside chat — January 27, 2021

VLSIinsiders' cloudside chat — January 27, 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...

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

VLSIinsiders' cloudside chat — January 13, 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...

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

VLSIinsiders' cloudside chat — January 06, 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...

Jan 6, 2021
VLSIinsiders’ cloudside chat — December 03, 2020

VLSIinsiders’ cloudside chat — December 03, 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...

Dec 3, 2020
VLSIinsiders’ cloudside chat — November 18, 2020

VLSIinsiders’ cloudside chat — November 18, 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 h...

Nov 18, 2020
VLSIinsiders’ cloudside chat — November 04, 2020

VLSIinsiders’ cloudside chat — November 04, 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? ...

Nov 4, 2020
VLSIinsiders’ cloudside chat — October 28, 2020

VLSIinsiders’ cloudside chat — October 28, 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 ou...

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

VLSIinsiders’ cloudside chat — October 14, 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’...

Oct 14, 2020