Interesting times for semiconductor industry

There is an interesting article for the people from semiconductor industry. There is hinted the relationship between semiconductors providers and OEM’s, and how changes in OEM’s strategy / tactics are influencing the semiconductor industry state. In short is depicting an ecosystem. I wish reading a more detailed study which analyzes this ecosystem. 2008-2009 is a period which is changing the semiconductor business landscape; we cannot see an outstanding tehnical innovation, but the business partnerships and the surviving chance are shaping this landscape. However, the sole innovation warranty stays with the end user once that competition is diminished (or even disappearing). These forces dialectic may require and fuel new enterprise, today is cheaper to start such adventure . There is more to comment in future.