有人问我,半导体产业是否哪里出了问题,不然像是SiliconBlue、PicoChip等看来不错、又拥有优秀技术的公司,为何会以低于数年来所获得的风险投资还低的金额贱价出售?我并不认为半导体产业有任何基本上的错误,该产业目前只是进入一个市场与技术、还有投资者期待的重整阶段,在摩尔定律(Moore's Law)走下坡、即将到达终点的状态下试图转型。 Someone asked me if there was a problem in the semiconductor industry. Or would companies like SiliconBlue and PicoChip, which look good and have good technology, sell at a cheaper price than the low-risk investments they have obtained over the past few years? I do not think there is any fundamental mistake in the semiconductor industry. The industry is currently only entering a market and technology, and investors are looking forward to the reorganization phase. As Moore's Law is going downhill and is about to reach the finish line Trying to transition.