> is the present spike in semiconductor demand a temporary situation, or a new reality? I have access to quite pricey market research from Digitimes, SEMI and

> is the present spike in semiconductor demand a temporary situation, or a new reality? I have access to quite pricey market research from Digitimes, SEMI and such. Biggest contributors to growth are things very, very remote from both cars, and trendy gadgets. You just keep getting more ICs put into just about everything, and at the same time very simple devices get bigger global penetration. For example, a giant growth centre been rooftop solar equipment for developing countries — completely missed, and invisible in the West. Electric mopeds, scooters, and lsevs — again, things mostly invisible, and unknown in the West. LED lighting — growth immeasurable, and hard to count Home appliances Power ICs, and motor drivers Security devices: locks, locators, CCTV, alarms — 100x+ growth over a decade Vending machines, signage — 60x growth over a decade