Arthur Hanson
Well-known member
The bottom line for the growth acceleration in the semi-market is the ability to use semis to leverage resources of all types and do this at an ever-increasing rate every year and a decelerating cost structure. This is being applied to an ever-growing number of uses on top of this, and mems are still in their early stages. The combination of semis and mems will offer a growth rate that will continue for years. LEDs have almost totally displaced traditional lighting, and in displays/signage, they are still growing at a good clip with a long runway. Semis and the electrical systems they are the foundation of are fundamentally changing how we do everything from the transportation of all types to just about everything we touch. Following these trends and creating entirely new uses will provide a very long runway into the future for semi technology of all types. Controlling phase change materials electrically promises a whole new frontier in controlling heating and cooling in just about everything. Transferring heat in new ways should be a new frontier in the use of large-format technologies as solar panels are. The medical market, especially in sophisticated wearables paired with a smartphone for processing and communications is just in its very early stages. All these factors and many more that I haven't even touched on offer the opportunity of decades of double-digit growth of the semi and semi materials market. The number of new markets and applications of semis, semi technology, and mems is only limited by our imaginations and the trends we are seeing are just in their early stages. One example of a company that sees this clearly is Applied Materials that covers and supports a broad range of applications of semi technology and growing. Any other examples of companies with similar models and goals would be appreciated.
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