How did the semiconductor industry get to where it is today? Answer: By finding new markets and developing new technology.
So when I asked ARM's Pete Hutton how ARM had increased Q3 royalty revenues by 37% and he replied "because we are moving into new markets and deploying new technology," I thought it sounded pretty reasonable.
Whereas some companies don't do diversification - Messrs I***l of Santa Clara are a case in point - ARM has been rather good at it.
Starting from mobile, ARM has permeated into MCUs, servers, basestations, consumer goods, embedded markets and computers.
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