Mobile 2Drive Semi 4Ever!
In case you didn’t notice, TSMC’s communications revenue jumped 22% last quarter for a total revenue share of 42%, and that is just the tip of the iceberg for mobile internet. According to the global marketing research company Nielsen, double digit mobile internet adoption rates are the new normal and will continue to be so in the years to come. Only one out of six mobile devices in my family are smartphones, that is of course if you consider a four year old Blackberry smart.
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