The Business of the Semiconductor Business, Part One: What Happened?
This is the first of an occasional series of articles on the semiconductor industry. Many column inches have covered industry consolidation and in this first article, I aim to explain how the industry reached this point. Later articles will cover subjects including China, joint ventures, emerging players like Brazil and Vietnam, monopolies, M&A, national security/national development, customer concentration, verticalisation/disintermediation, ecosystem venturing, etc. The timing of these will be erratic out of practical necessity and the order of themes…in no particular order.
“If you want to turn a big pile of money into a small pile of money, start an airline – or a semiconductor company” - Anon
Semiconductors are examples of practical magic. They have enabled the transformation of existing industries and the creation of new ones, disrupting lives for both better and worse. The semiconductor industry has enabled the creation of an incredible amount of value, but has a demonstrably poor track record when it comes to capturing much of that value.
To read the full article, click here
Related Semiconductor IP
- NFC wireless interface supporting ISO14443 A and B with EEPROM on SMIC 180nm
- DDR5 MRDIMM PHY and Controller
- RVA23, Multi-cluster, Hypervisor and Android
- HBM4E PHY and controller
- LZ4/Snappy Data Compressor
Related Blogs
- World IP Day: A Time to Reflect on the Value of Semiconductor IP
- Connected AI is More Than the Sum of its Parts
- The Semiconductor IDM Business Model is Dead!
- A Three-Tier Business Model for benefitting the Global Semiconductor Industry
Latest Blogs
- lowRISC Tackles Post-Quantum Cryptography Challenges through Research Collaborations
- How to Solve the Size, Weight, Power and Cooling Challenge in Radar & Radio Frequency Modulation Classification
- Programmable Hardware Delivers 10,000X Improvement in Verification Speed over Software for Forward Error Correction
- The Integrated Design Challenge: Developing Chip, Software, and System in Unison
- Introducing Mi-V RV32 v4.0 Soft Processor: Enhanced RISC-V Power