Semi Companies Growth to Accelerate Even Faster

[Arthur Hanson]

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

 

[count]

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.

 

[hist78]

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.

 

[Arthur Hanson]

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.

 

[hist78]

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.