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Breaking Analysis: The Future of the Semiconductor Industry
October 8, 2021
Semiconductors are at the heart of technology innovation. For decades, technology improvements have marched to the cadence of silicon advancements in performance, cost, power and packaging. In the past ten years, the dynamics of the semiconductor industry have changed dramatically. Soaring factory costs, device volume explosions, fabless chip companies, greater programmability, compressed time to tape out, more software content, the looming Chinese presence…these and other factors have permanently changed the power structure of the semiconductor business.