The Semiconductor IDM Business Model is Dead!
July 11, 2013
While this was not specifically stated, it was certainly implied during the sessions I attended at SEMICON West this week: The traditional semiconductor business model (IDM) is coming to an end. Starting with the keynote: Foundry-driven Innovation in the Mobility Era, cost was the common theme in any discussion involving mobile devices.
The Mobile Era is clearly upon us. Mobile devices are outselling PCs. More people access the internet through their phone or tablet than their desktop. Semiconductor consumption by mobile applications surpassed that of PCs last year for the first time. What does this all mean to the electronics industry, and the semiconductor infrastructure that supports it?
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