Mark, Dan is correct. Plus - there is an interesting angle - DRAM oversupply (and resulting low price) tends to open new applications - this will drive logic ICs...
An important question is - just how much will TSMC's revenues grow in 2011? Do we hear 20%+ -- 2011 looks like another double-digit IC growth year.
Glut in 2011??? We just had a boom in 2010 with foundry capacity being used at 110%. This makes little sense. Once you buy the equipment it takes a while to have it installed and have it running. Maybe in 2013...Kris
I agree with Daniel. I have a detailed capacity demand forecast model I run and factoring in increased capacity next year I expect utilization to dip below 90% in Q1 due to seasonal factors and then spend the year of the year in the mid-nineties.
What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Are the design challenges the same as with embedded systems, but with a little developer- and IT-skills added in? What do engineers need to know? Rick Merritt talks with two experts about the tools and best options for designing IoT devices in 2016. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.