Len Jelinek seems to be correct.
Foundry revenue seasonality may have shifted slightly. We will see next few years how this plays out as leading edge foundry investment and the new designs to utilize those new capabilities are impacted by realities of the cost of being an early adapter. As variability of capability increases with tech level, risk of missing peak buying season requires earlier foundry starts.
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. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.