VLSIinsiders' cloudside chat - 3 December 2020

    This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss:
    • The recent events in China and their impact on semiconductor equipment
    • How 2020 is closing out and the Outlook for 2021
    • Next year — John —
    • The mystery around specialty chip makers starting to buy now
    • And 2022: Is it a downturn waiting to happen?
    • 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

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