Semiconductor Shortage is Ending

      May 19, 2021

    VLSIinsiders’ cloudside chat — 19 May 2021

    • Subsystem M&A is hot. What’s it about?
    • VLSI’s Minor forecast update … NOT!
    • Equipment? Silicon?
    • The semiconductor shortage, is it ending?
    • How many equipment companies supply 3nm?
    • What about inflation in chips and equipment?

    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