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    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?
    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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    CapEx wars are eruptingIC Shortage is coming to an end