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. The current semiconductor cycle, powered by AI, has the legs to match or even eclipse the golden age of …
8 Stock Picks to Play the 2022 Emerging Trends Shaping the Semiconductor Industry
December 30, 2021
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