Semiconductor Companies on the Leading Edge

Time Period :2010'sRelevant Date :2013-02-22

Summary : Consolidation in the Semiconductor Industry is strange because of the way the industry has been bifurcated between IDM and Fabless, Logic and Memory. The IDM base has been shrinking for years in the logic space and even the memory space. It is true that there are lots of linear/MEMS fabs out there, but they are not at the leading edge and hence are not relevant at the leading edge.

Click here to view full screen

The DRAM crash of 2008

02 Jan 2008

How the 2007-2008 financial crisis that led to the great recession ignited a crash in semiconductors. When it comes to semiconductor downturns, DRAMs are the canary in the coalmine. Here’s how it tweeted out. ... See more

Moore’s Law GDP Value ...

13 Feb 2015

How the Moore’s Law raises income in relationship to the economies of the United States and the World. ... See more

How Japan Lost its Semi ...

25 Jul 1992

The 5 strategic causes behind the long-term failure of Japan’s Semiconductor industry are covered in this paper. Some were of their own making. Others were macroeconomic tsunami's that could not have been avo ... See more

Japan's Best Semiconduc ...

01 Jun 1995

How some Japanese companies thrived in spite of the many challenges of the lost decades. ... See more

Lithography tool and co ...

31 Mar 2016

One has to look way back to find a lithography tool transition as major as the move to EUV. Few people are old enough to remember a tool transition as tumultuous as EUV. In fact, the transition ... See more

Semiconductor Industry ...

07 Jan 2011

How consolidation in the semiconductor industry benefited customers. ... See more

Align your core strengt ...

Align your core strengths, manufacturing, product portfolio, message, and targeting carefully ... See more

Budgets and risk avoida ...

If you think back to the days when today’s giants were small, the focus was not on budgets, but on growth through innovation. Risk and innovation must be managed, but don’t make the mistake of over-managing ri ... See more

Average vs Great Leader ...

The average leader retreats to the safety of marcom and IR tricks and denials when surprised by a competitor’s market advance. The great ones steel their organization by internally attacking their product defi ... See more

Operations, account man ...

15 Jun 1988

Operations, account management, corporate marketing, and product marketing & development are worthless without each other. They need the flexibility to support each other when issues arise ... See more