VLSIinsiders' cloudside chat - 04 November 2020

    This week Dan Hutcheson, John West, and Risto Puhakka discuss:

    • Current business conditions
      • Planning cycle has started
      • Equipment business is accelerating
      • Korea DRAM equipment surge vs NAND mix shifts
    • The Outlook —
      • Order visibility pushing into the first half
      • Guidance
      • Could we be fooling ourselves?
    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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