Semiconductor Shortage is Ending

    VLSIinsiders' cloudside chat - 19 May 2021



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

    • Subsystem M&A is hot. What's it about?
    • VLSI's Minor forecast update ... NOT!
    • Equipment? Silicon?
    • The semiconductor shortage, is it ending?
    • How many equipment companies supply 3nm?
    • What about inflation in chips and equipment?
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    CapEx wars are eruptingIC Shortage is coming to an end