VLSIinsiders on SMIC, Japan, & the economy

      Oct 7, 2020

    VLSIinsiders — a cloudside chat                                            7 October 2020

    • The Trump Administration lockdown on SMIC
    • Tech decoupling
    • Policy development in Japan’s semiconductor supply base
    • Impact on 2021: will it be down or up?
    • UMC’s capex repositioning
    • How
    • And, as always, what we’re hearing about order visibility

    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