There has been a lot of consolidation in the memory business over the last few years - especially DRAM. The fewer big players left may be able to smooth out some of the boom and bust cycles typically seen in the past. It''s a maturing industry now. That's both good news and bad news I think.
Hi Zewde - the latest run of the Cowan LRA forecasting model (see URL = http://electronics.wesrch.com/paper-details/docx-EL1SE1J5APKCT-latest-cowan-lra-model-s-global-semi-sales-forecast-results-for-2013-and-2014) yielded sales and sales growth expectations for 2013 and 2014 of $304.2 Billion / 4.3 percent and $317.8 Billion / 4.5 percent, respectively. These latest forecast results are based upon Oct 2013's actual sales numbers as gleamed from the WSTS's Oct 2013 HBR, Historical Billings Report, as posted on their website (http://www.wsts.org/). The latest updated 2013 sales growth of 4.3 percent is slightly less bullish than IHS's prediction of 4.95 percent. Also included in my monthly forecast write-up are other market watchers' "thinking" re. sales growth expectations for 2013 and 2014. Check it out at the above invoked URL.
Mike Cowan (Independent semi market watcher and creator of the Cowan LRA Model for forecasting global semiconductor sales)
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.