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    VLSIinsiders' Cloudside Chat — January 27, 2021

      Jan 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 equipment shortages
    • Auto IC shortage: a supply chain management failure

    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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