VLSIinsiders' Cloudside Chat - 07 Apr 2021

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

    • 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's.
    • The service and consumable business: is it a money-making machine?
    • Intel - Is Randhir Thakur really an Intel guy?
      • The street's painting him.
    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. Click Here to view this week's VLSIinsiders cloudside chat. Click Here to login and view the previous VLSIinsiders cloudside chats.
    ∗cloudside chat: A fireside chat without the fire and is across the clouds of the internet

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