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    VLSIinsiders' Cloudside Chat — March 10, 2021

      Mar 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, TSMC? Samsung?
        • The EC tried to match.
      • China calls after raising again.
    • Auto shortage.
      • Why Toyota didn’t see a shortage.
    • New Semiconductor Numbers for February 2021.
      • It’s hotter than anyone imagined.
    • It’s too good for too long.
    • A Semi Bubble?

    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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