VLSIinsiders' Cloudside Chat — 3 March 2021

    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:
      • Covers all electronics
    • New forecast update
      • Shortages everywhere...
        • More than Auto, even Tesla
        • Qualcomm
        • 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
    • SPIE
    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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    DRAMs are smoking hotBusiness is in full bloom