Is the semiconductor industry becoming too consumer centric?
The semi-conductor market has evolved over the last four decades or so and has run through its course. Were we to plot a graph, we would be at what one traditionally refers to as the bit curve. First there is the innovation, followed by adoption and then saturation. I think we are at the top of the bit curve, a saturated market, where the cost of semiconductor is very cheap and the performance required is no longer an issue. Semiconductor has become an integral part of our everyday existence; it is present in cameras, cell phones, DVD players, and others. Every aspect of home is getting the full benefit of this semiconductor revolution and the main beneficiaries are the consumers. Companies have become conscious of this demand, and the industry is re-structuring itself right now. In the past, you had spoken quite vociferously about the telecom processor, what is the latest on that? Back in the nineties, I had realized that the race for higher and higher performance would come to an end
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