Is Tech Heading to a Recession?
March 10, 2015
28nm is still the last node of Moore's Law, says Zvi Or-Bach of MonolithiC 3D Inc., who beats the drum for monolithic 3D.
"Samsung and smartphones in general look to be in trouble and that's bad news for the electronics industry" wrote Rick Merritt in his Smartphone, Samsung in Trouble recent report from MWC15 in Barcelona. Rick clearly points to 14nm FinFET as the source of the problem and continues "[i]f smartphone growth slows for lack of a driver, as tablet growth is already doing, the electronics industry could be in trouble ... it’s beginning to feel like another big bubble building up."
Few days later, the following chart supporting Rick’s impression was released in a new report from IHS.
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