VLSIinsiders’ cloudside chat — 4 November 2020

      Nov 4, 2020
    • Current business conditions
      • Planning cycle has started
      • Equipment business is accelerating
      • Korea DRAM equipment surge vs NAND mix shifts
    • The Outlook –
      • Order visibility pushing into the first half
      • Guidance
      • Could we be fooling ourselves?

    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