This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss:
• The Outlook – What insiders are saying about the 2021 semiconductor market
• Whisper number on WFE growth
• Auto IC shortage
• Materials shortages – especially packaging
• Intel’s new CEO
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