VLSIinsiders' Cloudside Chat — 17 March 2021

    This week Andrea Lati and Dan Hutcheson discuss VLSI's new forecast for Semiconductors and Equipment.

    • There was another major upgrade.
      • This time to +20%.
    • We talk about DRAM, Logic, Foundry, and Equipment.
      • What drove the change?
      • What about IC's Inventory, double orders, and other spoilers.

      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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