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Thread: Semi Companies Growth to Accelerate Even Faster

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    Semi Companies Growth to Accelerate Even Faster

    Semi companies are already growing at a good clip, but even this growth rate is poised for acceleration due to their expertise in nanotechnology in which they have a broader and deeper understanding than any sector and have also worked with longer than any sector. The semi companies have already mastered nanotech and see the opportunities to leverage the IP, talent and equipment they already have into whole new areas. Already companies from equipment suppliers like AMAT to fabricators like TSM literally see a tidal wave of opportunities in MEMs and this is just in its infancy, about where chips were twenty years ago. The MEMs market will become as large as the current semi market and these markets will feed on each other to accelerate both markets growth. The opportunities in the MEMs market are only limited by the imagination used to apply them. Since MEMS are used in conjunction with semis in most applications, this will further drive the market for both. Packaging will have to become ever more sophisticated in type and form of integrating the semis and MEMs becoming a separate field of knowledge in its own right. The only problems semi and equipment companies will have is developing enough talent to execute on an ever broader range of products, all with constantly accelerating growth rates. Below is just a very partial list of opportunities and areas that will require MEMs and chips in ever increasing number, sophistication and complexity. The company that develops the best methods of managing IP and cross training talent will win.
    The "Great Acceleration" is here and now, embrace it.

    Robotics
    Autonomous Everything
    Transportation of all types
    Labs on a chip
    The bionic human body for performance and health
    Medical diagnostics
    Diagnostic tools for everything
    Environmental monitoring
    Energy production (a thin screen wind energy harvesting device?)
    Active filters for everything
    In all areas of batteries(active, controlled separation barriers)
    Micro robots for surgery and surgical tools
    Real time monitoring of everything
    High speed 3D printing
    New solar cells
    advancing battery technology
    nanotech valves that use a charged field instead of a physical barrier for some materials

    Most of this will also be done at cost lower than imagined thanks to the processes of the semi industry mind set of faster, better, cheaper

    And this is just a partial list

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    Last edited by Arthur Hanson; 9 Hours Ago at 10:25 AM.
     

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    You forgot crypto

    Regardless of whether you believe in it or not, you have to acknowledge that it is currently one of the biggest growth drivers of semi companies. Nvidia, AMD, and TSM have all said as much on their most recent conference calls.

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    Quote Originally Posted by count View Post
    You forgot crypto

    Regardless of whether you believe in it or not, you have to acknowledge that it is currently one of the biggest growth drivers of semi companies. Nvidia, AMD, and TSM have all said as much on their most recent conference calls.
    And in the area of arts, entertainment and recreation.

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    Quote Originally Posted by hist78 View Post
    And in the area of arts, entertainment and recreation.
    hist78, I gave some additional thoughts to your answer and realized this is still an untapped area in numerous ways. The holographic performance of a dead rapper is but one example. I see many new types, styles and variations of entertainment yet to be developed even beyond AR and VR.
    It will be interesting to see totally new forms of arts and entertainment we haven't even thought of or imagined yet. This is still almost virgin territory to be explored.

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    Quote Originally Posted by Arthur Hanson View Post
    hist78, I gave some additional thoughts to your answer and realized this is still an untapped area in numerous ways. The holographic performance of a dead rapper is but one example. I see many new types, styles and variations of entertainment yet to be developed even beyond AR and VR.
    It will be interesting to see totally new forms of arts and entertainment we haven't even thought of or imagined yet. This is still almost virgin territory to be explored.
    "THE GLOBAL GAMES MARKET WILL REACH $108.9 BILLION IN 2017 WITH MOBILE TAKING 42%"

    The Global Games Market 2017 | Per Region & Segment | Newzoo

    There is a lot of room to grow.

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