VLSIinsiders on SMIC, Japan, & the economy

    VLSIinsiders — a cloudside chat

                                                        7 October 2020

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

    • The Trump Administration lockdown on SMIC
    • Tech decoupling
    • The 4 week decline of the DRAM Market
    • Policy development in Japan's semiconductor supply base
    • Impact on 2021: will it be down or up?
    • UMC's capex repositioning
    • How
    • And, as always, what we're hearing about order visibility
    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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