VLSIinsiders’ cloudside chat — 17 Mar 2021

      Mar 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 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