| World Semiconductor Dynamics: Myth vs Reality |
10:00 a.m. - 10:40 a.m.
It is widely held that the semiconductor
industry is entering a mature phase marked by slower growth.
Semiconductors seems fated to follow the trajectory traced
by other major industries–such as automotive, steel and chemicals–whose
glory days of heady expansion are long in the past. The
prima facie evidence of this trend cited by many industry
pundits is the apparent slowing of adoption of 65/45nm technology.
But does this outlook agree with reality? Is the worldwide
semiconductor market truly consolidating, destined to gradually
ossify over time? Equally important, what does this
mean for the complex infrastructure of suppliers and tools
that make up the semiconductor eco-system?
Dr. Rhines will address these issues, and more, by examining
the historical data and trends in the semiconductor market
with respect to other industries. Many of his conclusions
will surprise you, pointing to several exciting but unexpected
future directions. |