Instead of writing up a long post like I did last year - I am opting for something new this year. This year @Dylan552p of Semianalysis and I will be having a friendly conversation about what we think the 2022 semiconductor market will look like. I think this will also be the first episode of our cohosted Podcast that we plan to be launching shortly after!

A podcast sounds like great fun - and a great place to discuss a meaningful amount of the work I do that doesn’t make it into a weekly post. Whenever I put content into a weekly post - it’s usually well researched and pretty nuanced to a degree. I don’t like to put straight conjecture if I can help it - but that is where the podcast will differ.

The goal is to have new episodes bi-monthly - and mostly we will just have a nice chat about semiconductor news that happened over the last 2 weeks. I’m really looking forward to it - as it’s a formal project Dylan and I have been working on for some time. It’s been a blast to work with him more, we both push each other to do better.

Anyways - for those who are interested in listening to our first webinar which will eventually become the first podcast episode - feel free to register for the webinar.

https://zoom.us/webinar/register/6816408814501/WN_l_qpzwA3Tj2NRELy16p1UA

P.S. I will be posting a 2022 Outlook post as a summary of the webinar. I also apologize for the lack of posts recently, I have been dragging my feet pushing out a 2022 Outlook piece, and then of course I got very sick for a few days. Instead, I decided to really focus on next year. I’m excited about what’s coming. Happy New Years Ya’ll!