Playing With Chip Volumes

The overall market for semiconductors continues to grow, but the number of applications that will generate enormous volumes continues to shrink. In theory, this is good for the overall semiconductor industry, but it raises important questions about where R&D dollars will go in the future. The fundamental problem is that the semiconductor business is a volume business for one or two markets. ... » read more

Will Little Guys Win IoT Race?

What we call the Internet of Things is actually a series of unrelated vertical markets, loosely tied together using various communications protocols to the Internet. Each has its own challenges, rate of growth and risk/reward formulas, which will be defined, redefined, and ultimately refined in ways we cannot see at this point. For the foreseeable future, though, it's unlikely that we will ... » read more