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Ajit's Semicon KeynoteSemiWiki - Paul McLellanJul. 19, 2013 |
The opening keynote to this year's Semicon West was by Ajit Manocha, the CEO of GlobalFoundries entitled Foundry-driven Innovation In the Mobility Era. It is no secret that mobile applications, especially smartphones and tablets, are the most significant semiconductor market today. It is not just large, it is disruptive. In relatively short periods, companies like Apple, Samsung and Qualcomm have grown enormously, and the PC market, in particular Intel, is suffering and trying to create a successful mobile strategy (or perhaps foundry strategy). The cell-phone market is now bigger than the PC market and in three years should be bigger than the entire PC and tablet markets together at nearly $120B.
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