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    VLSIinsiders' Cloudside Chat — March 03, 2021

      Mar 3, 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 AMD & Nvidia
      • January IC growth 10% over 5 year rolling average
    • Subsystems growth and capacity
    • Europe COVID and the lockdown
    • SPIE

    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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