Doug from Fabricated Knowledge on $SITM
Yet Another Value Podcast
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The Growth Potential of MEMS in the Semiconductor Market
This chapter discusses the market share and evolution of MEMS (Micro-Electro-Mechanical Systems) compared to courts (Quartz) in the semiconductor market. It highlights the advantages of MEMS, such as miniaturization and programmability, and speculates on its potential to constitute 20 to 30 percent of the market in the long term. The chapter also explores the challenges faced by companies trying to enter the market and the reluctance to make significant capital investments.
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