Q
What is the key driving force of decisions in the semiconductor industry?
A
The key driving force of the semiconductor industry is efficiency: efficiency in power use, device design, device cost, and capital. For example, a well-run foundry represents a major advance in efficiency of capital, and such operations provide an efficient way in which device companies can bring new products to market with minimum capital investment. This key force is driving the rise of foundries and fables companies in the semiconductor industry.