The technology sector is pivotal in leading the market recovery, and therefore it pays to keep tabs on the evolving trends in the semiconductor industry—a key component of the broader technology sector.
Here are eight key trends identified for 2022 by Rosenblatt Securities analysts led by Hans Mosesmann:
Changing Structure
The Moore’s Law trend is slowing, with the transition of AI ’training' to AI production or inferencing, after the 2016-2019 period of honing these into economically viable environments at the edge, analyst Mosesmann said. This has structurally changed the growth trajectory of the semiconductor industry, he added.Growth Trending At Double The Pace Of Last Decade
The semiconductor industry is likely to see an extended period of secular growth at a rate of 8 percent-10 percent after a decade of mid-single-digit growth, the analyst said.
