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Thematic Analysis
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Semiconductors – Global Thematic Research
The $350 billion global semiconductor industry is fast approaching what evolutionary biologists call “punctuated equilibrium”. After five decades of the metronomic tick of Moore's Law – which led to smaller, better, faster and cheaper chips every year – technological advance is slowing and fabrication costs are rising as transistor geometries approach atomic scale thereby yielding thermal problems and quantum weirdness. This report looks at the changing direction of the semiconductor sector and, in particular, how China’s desire to become a...
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