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VLSI's 2H18 Forecast ... a conversation with Andrea Lati of VLSIresearch

 Andrea Lati     VLSIresearch Inc
  8398      Jul 10, 2018
Summary: The first half of 2018 was scorching, as predicted, for semiconductors and semiconductor equipment. However, things have started cool and the upturn is showing signs of aging. Andrea Lati and Dan Hutcheson discuss the indicators VLSI’s been seeing and how they expect the rest of the year to play out, addressing questions like: What are the supply-demand conditions? What what’s the situation in 3D NAND, DRAM, Foundry, and IDM markets? How could collateral damage from the trade war change this upside? Most notably the hit Micron Technology took in China, with courts ruling it couldn’t sell memory chips there.
About weVISION: weVISION is a series of video interviews of visionaries by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Environment, Electronics, healthcare and Business divisions.

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