Author's Latest Posts

Case Study: A CEO’s Journey And Learning In M&A

Executives at this year’s SEMI International Technology Partners Conference (ITPC) assessed a number of forces currently shaping the semiconductor industry, including such topics as Internet of Things (IoT) investment, mounting technology complexity, the ascent of China, and pervasive industry consolidation. Participants particularly valued ITPC as a thought-leadership platform for sharing st... » read more

The Urge To Merge

The electronics supply chain will remember 2015 as a year of unprecedented consolidation due to relentless acquisition activity, mega mergers and a rampant restructuring of the industry. Almost every other week brought a momentous announcement. Seemingly, before one could appreciate the current status, the industry reverberated with yet another new deal. To better understand the scope of M&A... » read more

Industry Luminaries Outline China’s Semiconductor Growth Prospects

Industry and government luminaries participating at the SEMICON China 2015 Grand Opening Keynote session, the Semiconductor Market & China Opportunity Forum, and the Tech Investment Forum reviewed the expanding business opportunities and the key domestic policies aimed at growing the semiconductor industry ecosystem in China. This article primarily covers insights on the government’s new ... » read more

450mm and EUV Linked With Uncertainty

By Jonathan Davis The transition to manufacturing semiconductors on larger wafers continues to be one of the hottest topics in the industry. Some chipmakers have committed to advancing the transition. Intel announced that its D1X fab in Oregon will be 450mm compatible (2013). TSMC announced a 450mm pilot line by 2013-2014. IMEC and ISMI have well-established programs focused on the challeng... » read more