Applied Materials' New Strategic Plateau. Big-Bucks Gsm Success in Semiconductors.

    The Chip Insider®
    May 14, 2021 — Strategy and Tactics: Applied Materials' New Strategic Plateau. Big-Bucks GSM success in semiconductors. WildPhotons: I have not failed... I've just...
    G. Dan Hutcheson
    Summaries:
    Applied Materials Memory Master Class in Memory: I got the chance to attend this and was blown away at the strategic developments at the company, how aligned they are to their end-markets, and its leadership. Normally when we think of opportunities in the market, we tend to perceive it as a vertical stack. The classic way of looking at the semiconductor layer in this stack is as a driver of demand for equipment and materials that splits between DRAM, NAND, and Non-Memory. In terms of significant demand opportunities, Non-Memory is mostly made up of Logic, Analog, and Power, which are often bundled together into SOCs. For the sake of brevity, I'll call it LAP, so you have DRAM, NAND, and LAP... Listening, I realized that Applied has reached a new strategic plateau in how it addresses the semiconductor market, in that it has woven an unprecedented fabric of technology, applications, and markets.

    GSM: the new MSG Like everyone, I've been thinking a lot about Governments wanting to Spend More to support national semiconductor industries. And I've been trying to think up a good acronym for it. So, I thought the perfect acronym might be GSM for Government Spend More, given that it all started with ...

    Can Big-Bucks GSM be successful in semiconductors? Let's do a thought experiment. The general thesis is that any entity with enough money and ambition can build a fab. The problem then becomes one of where do you get the people? ... But I posit the argument that Money + Engineers do not equal a viable semiconductor company...
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    Applied Materials' New Strategic Plateau. Big-Bucks GSM success in semiconductors


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