editor’s word
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EuroAsia Semiconductor is published four times a year on a controlled circulation basis. Non-qualifying individuals can subscribe at: £105.00/€158 pa (UK & Europe), £138.00 pa (air mail), $198 pa (USA). Cover price £4.50. All information herein is believed to be correct at time of going to press. The publisher does not accept responsibility for any errors and omissions. The views expressed in this publication are not necessarily those of the publisher. Every effort has been made to obtain copyright permission for the material contained in this publication. Angel Business Communications Ltd will be happy to acknowledge any copyright oversights in a subsequent issue of the publication. Angel Business Communications Ltd © Copyright 2012. All rights reserved. Contents may not be reproduced in whole or part without the written consent of the publishers. The paper used within this magazine is produced by chain of custody certified manufacturers, guaranteeing sustainable sourcing.
Printed by: Pensord Press. ISSN 1751-1135(Print) ISSN 2041-1383(Online)
Dynamic changes
The semiconductor industry dynamics continue to change and not always in the most expected way. In fact viewing the industry as a monolithic concern is becoming less relevant as new opportunites arise ensuring more markets allowing for success or failure in a sub-market completely independent of the global movement.
These changes make is extrememly difficult for investors and financial watchers who like to rely on safe over arching figures that direct their aspirations and goals for the foreseeable future. In reality overall industry figures tell you very little about the dynamics and more about potential share price reactions. The financial community, many of whom have trouble seeing beyond a global picture, have difficulty drilling down to the individual growing opportunities for the industry. A quick look at financials reveals one example where the differences for DRAM manufacturers as opposed to the overall industry provides a different financial picture.
These dynamics affect everyone, including yours truly and the time has come for EuroAsia Semiconductor to once again respond to the market change as it has successfully done for over thirty years. The last time I changed the magazine was in response to the reduction of European manufacturing efforts and the growth of Asian manufacturing. Now the industry has bcome more global and although the core industry may be smaller than it once once, the growth in opportunities is a continual expansion allowing all companies along the value chain to consolidate their positions or develop entirely new markets created by the innovation the industry has always fostered.
Of course not all industry challenging events occur due to market forces as we were all reminded with the sudden passing of Micron CEO, Steve Appleton. His style and approach was not to everyone’s liking but there is no doubt his aggressive approach ensured the USA maintained some manufacturing outside of Intel and IBM and his tenacious attitude to competition ensured that the memory market was never controlled by a monopoly of one (or two) companies. His passing has left a hole in the industry and will impact the memory market drastically unless the USA finds another strong individual not afraid to take the fight to the competition.
I hope everyone is looking forward to the changes as much as we are and although we say goodbye to this particular name, the new look will carry the title through for another thirty years and counting.
David Ridsdale Editor-in-Chief
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www.euroasiasemiconductor.com Issue I 2012
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