VLSIinsiders' cloudside chat - 12 May 2021

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

    • 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 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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