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    VLSIinsiders

        
     
    Semiconductor Downturn Horizon

    Semiconductor Downturn Horizon

    VLSIinsiders’ cloudside chat - January 19, 2022 This week Andrea Lati and Dan Hutcheson discuss why VLSI is forecasting a downturn in the 2023-2024 timeframe. They go through the trends, industry momentum, and issues driving it. About VLSIinsid...

    Jan 19, 2022
    2022 Semiconductor Forecast

    2022 Semiconductor Forecast

    VLSIinsiders' cloudside chat - December 15, 2021 This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about … SEMICON West and the new tools introduced there Attendee take on next year&rsqu...

    Dec 15, 2021
    Memory Technology Forecast

    Memory Technology Forecast

    VLSIinsiders' cloudside chat - December 14, 2021 This week Dan Hutcheson and Dr. Choe discuss the latest technology trends in memory semiconductors. We cover Micron’s groundbreaking 176L NAND chip, as well as what he’s seen with Kiox...

    Dec 14, 2021
    On the Silicon Road Again

    On the Silicon Road Again

    VLSIinsiders’ cloudside chat —December 1, 2021 This week Dan Hutcheson and Risto Puhakka discuss what insiders were saying in Europe and Hawaii at SEMI’s ITPC and SEMICON Europa events as well as the MOVE conference on sustainable ...

    Dec 1, 2021
    Semiconductor Industry Macro Trends

    Semiconductor Industry Macro Trends

    VLSIinsiders' Cloudside Chat - November 18, 2021 This week some of us are traveling, so Dan Hutcheson goes over his SEMI ITPC presentation on New Challenges = Greater Opportunities which addresses issues such as VLSI’s 2022 semiconductor foreca...

    Nov 18, 2021
    Semiconductor Market on track to hit $0.6T in 2021

    Semiconductor Market on track to hit $0.6T in 2021

    VLSIinsiders’ cloudside chat — October 7, 2021 This week Dan Hutcheson, Jason Abt, and Risto Puhakka discuss: The positive sign that electronic prices are turning up Wafer prices are 40% higher than a year ago August WSTS was really str...

    Oct 7, 2021
    Semiconductor Industry Strategic Trends

    Semiconductor Industry Strategic Trends

    VLSIinsiders' Cloudside Chat — September 29, 2021 This is the talk Dan Hutcheson gave for the Semiconductor Industry Association’s state of the U.S. semiconductor industry webinar. In it, he discusses… How the Chip Innovatio...

    Sep 29, 2021
    TSMC's gift to the industry

    TSMC's gift to the industry

    VLSIinsiders' cloudside chat — September 22, 2021 This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about … TSMC’s gift to the industry. 2021 forecast updates: Few notable ch...

    Sep 22, 2021
    Europe’s semi share loss and most advanced memory maker

    Europe’s semi share loss and most advanced memory maker

    VLSIinsiders’ cloudside chat — September 09, 2021 This week Andrea Lati, Dan Hutcheson, and Jason Abt discuss what insiders are saying about … Has Europe really lost so much share of semiconductor manufacturing, going from 44% in...

    Sep 9, 2021
    AMD's Chiplet roadmap - the Nvidia-Arm deal - Forecast

    AMD's Chiplet roadmap - the Nvidia-Arm deal - Forecast

    VLSIinsiders’ Cloudside Chat — August 25, 2021 This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about ... What is AMD doing next with chiplets? What does the latest Ryzen™ chip ...

    Aug 25, 2021
    The auto shortage is a riddle, wrapped in a mystery, inside an enigma
    Aug 5, 2021
    Inflation in the semiconductor supply chain

    Inflation in the semiconductor supply chain

    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 or...

    Jul 21, 2021
    COVID hits innovation and Semiconductor ASPs down in a shortage
    Jul 8, 2021
    Semi Shortage, China fab holdup, Etch Market

    Semi Shortage, China fab holdup, Etch Market

    VLSIinsiders’ cloudside chat — June 23, 2021 This week Andrea Lati, Dan Hutcheson, and Risto Puhakka discuss what insiders are saying about … The Status of the Semiconductor Shortage. China: What’s up with the 28nm chip fa...

    Jun 23, 2021
    Semiconductor Shortage is Ending

    Semiconductor Shortage is Ending

    VLSIinsiders' cloudside chat — May 19, 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 suppl...

    May 19, 2021
    VLSIinsiders’ cloudside chat — May 12, 2021

    VLSIinsiders’ cloudside chat — May 12, 2021

    Are we overheated? IC Inventory? Demand slowing: China coming off 18% 1Q21 GDP growth and India COVID. Auto IC shortage: is it over? SmartPhones: Overbuild for Huawei drop out? Subsystems demand? About VLSIinsiders: Every week our analysts have a ...

    May 12, 2021
    VLSIinsiders’ cloudside chat — April 21 2021

    VLSIinsiders’ cloudside chat — April 21 2021

    Government monetary vaccination of the semiconductor industry. Macro Economy versus Slowing Semiconductor Growth. When does the shortage turn into a glut? The UK Government’s funding a SiC Fab. The new Cryptocurrency Chip boom. OSAT CapEx e...

    Apr 21, 2021
    VLSIinsiders’ cloudside chat — April 07, 2021

    VLSIinsiders’ cloudside chat — April 07, 2021

    The street says the semiconductor industry is going down. Is it overheated or underheated? What’s the alternative case? Macroeconomic factors? Business productivity. Infrastructure investments. Digitalization pull-ins. The new roaring 20&...

    Apr 7, 2021
    VLSIinsiders’ cloudside chat — March 31, 2021

    VLSIinsiders’ cloudside chat — March 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 forum...

    Mar 31, 2021
    VLSIinsiders’ cloudside chat — March 17, 2021

    VLSIinsiders’ cloudside chat — March 17, 2021

    There was another major upgrade. This time to +20%. We talk about DRAM, Logic, Foundry, and Equipment. What drove the change? What about IC’s Inventory, double orders, and other spoilers. About VLSIinsiders: Every week our analysts have...

    Mar 17, 2021