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Sunday, May 11, 2008

The IC Industry Has Matured, So What

Good commentary by Patrick Mannion--The IC Industry Has Matured, So What? --in this week's EETimes.  

The whining in this industry is really getting out of hand.  Consolidation, Slow Growth, Maturation, Whither Europe, Whither US...Boo Hoo.

Does every panel at a conference--or news report-- have to be about the consensus industry forecast?   Just how many people's jobs, careers or portfolios are based broad industry metrics. Any engineers out there?  How about sales and marketing people use this information to plan their day, week, career? Doesn't anyone care about new applications, new technologies, hot start ups, the little battles that mark the yearly swings in market share?  

In its place, forecasts and speculation on industry structure are certainly appropriate, but it seems to replacing discussions about technology and applications, the stuff most people care about, are interested in, and need to be on top of.  Just how many market analysts and corporate strategists who live and die speculating on industry structure are there out there?  

Of course, SEMI is as guilty as anyone in the industry for creating forums that might gravitate to doom and gloom prognosticating.  Like I said, it has its place.  But what's going on in Automative, Medical, Power, Mobile and is really exciting.  What's happening in IC packaging and high k, metal gate is essential stuff for thousands of engineers.  That's where the action is--applications, technology, products.  

Talk about industry structure and our collective financial prospects is like complaining about the weather.  We all succumb to it sometimes, but there's little we can do it about so give it a rest.  

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