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Morry Marshall's blog

Mature Technology: It's Where the Action Is

Semico Research has just released a mature technology market research study.  Wait!  Mature technologies?  Aren’t those fabs trailing-edge technology, old hat, passé?  They may use older technology, but there’s a lot of action there now. 

For many years, semiconductor manufacturing has tended to migrate from older fabs to newer fabs in a predictable manner.  Leading-edge semiconductors such as processors and memory migrated to leading-edge fabs.  ASICs and other integrated circuits migrated to the second-generation fabs just vacated by the leading-edge parts.  Discretes and other trailing-edge devices migrated to the third-generation fabs.  Older fabs were decommissioned.  That pattern ended several generations ago.  The reasons are complex.  It involves economics, diverging memory and logic technologies, new applications which require low power, and market dynamics which include company consolidation.

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