In early February the Samsung Strategy & Innovation Center asked for The Memory Guy to present an outlook for semiconductors as a part of the company’s Samsung Forum series.
Samsung kindly posted a video of this presentation on-line for anyone to watch.
Naturally, the presentation is memory-focused since it consists of the Memory Guy presenting to the world’s leading memory chip supplier. Still, it also covers total semiconductor revenues and demand drivers for future non-memory technologies, as well as memory chips.
During the presentation I explained that the next few years will bring semiconductors into new applications while chips will maintain their strength in existing markets. I showed how semiconductor demand doesn’t change much over time, but that the real swing factor in chip revenues is Continue reading “Video: What’s Driving Tomorrow’s Semiconductors?”