Doug from Fabricated Knowledge on $SITM
Yet Another Value Podcast
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Customer Behavior in Semiconductor Industry
This chapter explores the interesting behavior of customers in the semiconductor industry, particularly their tendency to stick with MEMS products despite alternatives. It discusses the impact of a supply shortage in timer ICs on the adoption of MEMS products, resulting in design wins and a larger customer base. The advantages of MEMS, such as supply chain programability and flexibility in design, are also highlighted.
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