Sf Economic Round Table Presentation
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The document summarizes a presentation on the state of the high technology semiconductor industry. It discusses that the industry has undergone significant changes including moving value from hardware to software. It also explores trends like consolidation, outsourcing manufacturing to foundries, and the growth of the fabless business model. It concludes that continued demand driven by data, connectivity, entertainment and other factors could help drive a resurgence in the industry.
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Sf Economic Round Table Presentation
- 1. High Technology: Semiconductor View. Mike Kay Kay Associates March 03 Kay Associates Presentation to the San Francisco Economic Round Table.