Semiconductor Business Model Evolution

Summary : The new semiconductor market structure, the return of horizontals, and the strategic opportunities: The structure of the semiconductor industry is changing again and with that will come new strategic opportunities for chip companies. The new driver is the emergence of heterogeneous integration via advanced packaging. Every time this has happened in the past, it has resulted in the fall of existing giants that did not see it and the rise of new giants in their place. To better understand this, le ... See More

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