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?
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