Ten Worst Questions For The IC Industry In 2008 (Mannerisms)

Ten Worst Questions For The IC Industry In 2008

Thanks to Future Horizons for these, the ten most difficult questions facing the semiconductor industry in 2008:

1 Will the market recover or be single digit growth?

2 Are capex and capacity expansion too high? Too low? About right?

3 Are the NAND and DRAM markets out of control?

4 Are IDMs dinosaurs facing extinction?

5 Are there real risks with an asset-lite strategy

6 How will companies differentiate with the same blocks and processes?

7 What is the impact of fab consolidation on capex and utilisation?

8 Will the foundries move from IP providers into IC design?

9 Are foundries the new IDM business model?

10 Why is the established industry so cautious and risk-averse?

Posted by David Manners on June 4, 2008 6:03 AM | Permalink|

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This page contains a single entry from the blog posted on June 4, 2008 6:03 AM.

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Mannerisms

Ruminations on the semiconductor industry from David Manners