What do the emerging economies tell us about semi growth? Quite a bit, particularly when we consider forecasts for growth and market expansion. Is there a renaissance for semi? In some ways, yes, and the opportunities are found in places like Brazil and are already being aggressively funded, yet not without some risk.
The impact that environmentally friendly legislation and customer demand has had on our industry is significant. Understanding new value opportunities brought about by existing and proposed legislation is key to realizing successful, secure, and profitable Green Tech strategies.
2011 is likely to define a turning point for growth along the global semiconductor value chain. M&A activity has been heightened, underscoring major diversification and expansion trends. This begs the question: is the present M&A trend going to leave us with only a few suppliers in any given market?