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mogulman52
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re: Chang of TSMC gives bleak outlook for 2012
mogulman52   10/18/2011 2:06:03 PM
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Part of the low growth can be explained by the weak economy. I think the other contributor to the slow growth is we are hitting Moore's Law. The cost of using the most advanced technologies is so high that only a limited number companies with high volume products can take advantage of it. Innovation can no longer rely on smaller, faster and cheaper parts. This won't be a hard limit but a gradual adjustment. Now to be fair I have said this for several years now and there has been enough innovation to delay the limits but I really think we are seeing it for real now.



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