- According to my estimates, the 5-year revenue history of TSMC's technology nodes has been very unequal (10nm has almost completely died off; 0.15/0.18 um actually grew).
- Over that same time period, 3 of the 4 of TSMC's legacy business segments have grown over 8% CAGR.
- IoT, or Internet of Things, is a fragmented market (for now) that's likely to see 8-11% CAGR.
- If technology trends continue, the debilitating effect on IoT companies which are slow to adopt 7nm may not be as awful as predicted.
- Intel's current valuations are pricing in little to even negative growth, which seems highly unlikely considering all of the potential growth in technology outside of the CPU vs. GPU battles.
For further details see:
At This Valuation, Intel's IoT Segment Could Provide The Only Growth They Need