Semi industry has gone back to being memory centric The impact on Moore’s Law, Equipment & Cyclicality Is this a long term shift or “flash”(memory) in the pan?

April 13, 2018Research Article

Most industry analysts and pundits focus on foundry/logic as the driver of the semiconductor industry because they are on the bleeding edge of Moore’s Law pushing the boundries of transistor shrinkage. Many in the industry, including investors, have missed the fact that the industry has returned to its origins as a memory centric industry and … Read More