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.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.