Also don't forget crypto which is still growing and demands custom hardware.
And the continued move within the enterprise towards using cloud computing and SaaS products.
No matter which way you look there is an increasing demand for silicon.
And the continued move within the enterprise towards using cloud computing and SaaS products.
No matter which way you look there is an increasing demand for silicon.
I believe that the bigest drivers for silicon demand will be IoT devices, including automobiles, especialy when they become more affordable in the 3rd world.
The pressure from SaaS and cloud is more predictable than the consume market, sonthe semi industry can plan ahead, IoT not so much. Just see how the auto industry was caught by surprise by the increased demand.