In this note we look back at developments within the Semi Industry, such as the shift to accelerated compute, the memory wall and memory developments. Single-thread performance slows due to physical limits marking the end of Moore's Law. But multi-thread performance and parallelism keep Moore's Law alive, shifting innovation toward bandwidth, accelerators, and advanced packaging. Furthermore, we provide an update on the Semi Market. Our analysis shows that End markets weakened not only in EUR bu...
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