VLSIinsiders' Cloudside Chat | 06 January 2021

    2021 is here and this week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka kick off the year with the latest things they've heard since the industry holiday shut-down started the week before Christmas. This includes how the momentum from last year's response to COVID is continuing into the first half of 2021 with the order visibility that's being seen from both semiconductor equipment and critical subsystem suppliers and more:

    • What happened with Applied Materials and Kokusai
    • China's CapEx with how and who they are getting equipment from
    • How the US Governments policies are hurting America's technology leadership in semiconductors
    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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