This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss what insiders are saying about ...
- EPA regulation that could stop shipment of semiconductor equipment:
- New forecast update
- Shortages everywhere...
- More than Auto, even Tesla
- DRAMs - Prices soaring, Nanya
- Crypto's back affecting AMD & Nvidia
- January IC growth 10% over 5 year rolling average
- Subsystems growth and capacity
- Europe COVID and the lockdown
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