VLSIinsiders’ cloudside chat — 31 Mar 2021

      Mar 31, 2021
    • The new Forecast Updates to +20%
      • How the whisper numbers from 2 months ago held up
      • Can the supply chain keep up
    • All they’ve ever seen is an upturn
    • Semiconductor stocks dropping before Micron’s earnings call
      • Market social media forums betting on the silicon super-cycle being over?
        • Or is it just a ploy to beat down prices ahead of the call?
      • What VLSI’s data analytics have to say about it
    • NXP Texas, Renesas Fire effect on fab capacity
      • Effect of new capacity, node jumping
    • Fabs running too hard skipping maintenance

    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