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Seeing What's Next: Using the Theories of Innovation to Predict Industry Change by Erik A. Roth, Scott Anthony, Clayton Christensen

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CHAPTER SEVEN

WHITHER MOORE’S LAW?

The Future of Semiconductors

Why did entrants, not incumbent firms, create the semiconductor industry? What problems have companies had to solve? Why did the value chain organize the way it did to solve those problems? Are there signs of overshooting? What implications would overshooting have on the value chain’s structure? Would this be good news or bad news for incumbent leaders such as Intel? What sort of firm could capture growth if circumstances change? What portions of the industry will grow profitably in the future, which will languish and slide toward commoditization, and why?

Practically synonymous with high technology, the very term semiconductor conjures up images of massive manufacturing plants ...

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