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    Inflation in the semiconductor supply chain

      Jul 21, 2021

    VLSIinsiders’ cloudside chat — July 21, 2021

    This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss what insiders are saying about …

    • Inflation in the semiconductor supply chain
    • ASML’s results
      • The big order from the EU
    • 2021 WFE results driving up the forecast
    • When’s the next downturn
      • Follow the money
    • GLOBALFOUNDRIES is now GF
    • Aehr test’s stock spike: what it says about the ATE market

    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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