10-05-2013, 12:03 PM
actually guys i have a theory perhaps you guys can correct me.
in the last few semi conductor cycles, the end demand is driven by dram and chips for the pc and servers industries. its only after 2007 that smartphones and tablets are more prevalent, and it may be that chips will be more used in more appliances.
could we see a smoother cyclical cyle?
or is it the industry is just so prone to over production and barren periods.
in the last few semi conductor cycles, the end demand is driven by dram and chips for the pc and servers industries. its only after 2007 that smartphones and tablets are more prevalent, and it may be that chips will be more used in more appliances.
could we see a smoother cyclical cyle?
or is it the industry is just so prone to over production and barren periods.
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