Talking heads – Maintaining course through volatility in disruptive technology
Talking Heads
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Semi Conductors - The Fundamental Technology That Enables All Our Secular Growth Themes
We have moore's law slowing down. Future advancements are based more on material science and the architecture of the device rather than trying to shrink the features. The other really fascinating trend that we've recently learned more about is the push to bigger chips. And because the n market demand for semi conductors has diversified so much, we think that this diversification of end markets makes the industry less volatile over time.
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