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    VLSIinsiders' Cloudside Chat — May 12, 2021

      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 cloudside* chat to discuss current events and key issues of concern, while sharing what they’ve heard over the past week from the semiconductor industry insiders.

    * cloudside chat: A fireside chat without the fire and is across the clouds of the internet

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