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    The Business Model Challenge of Heterogeneous Integration

    The Chip Insider®
    July 30, 2021— Strategy and Tactics: The Business Model Challenge of Heterogeneous Integration. Grand Strategy. WildPhotons: Good judgment comes from...
    G. Dan Hutcheson G. Dan Hutcheson
    Summaries:
    Evolution of the Semiconductor Business Model: How it built and destroyed silicon empires. We are at the juncture of a semiconductor business model handoff. In the past, these have been winner-take-all affairs, where those able to execute a grand strategy became one of the three largest companies in the market over a decade or so...Hence a new grand strategy is needed to be successful in this new world of Heterogeneous/polylithic integration. Currently, TSMC's...offers...Intel has a clear...Meanwhile Samsung has...The biggest question is who can put it all together into a winning package for the next 10 years.

    Maxim: Strategy versus Grand Strategy - the difference is significant. It is a general rule that a strategy will fail against the competitor who can master a grand strategy. The reason is that a strategy is composed...Grand strategies are composed of...This is why industry giants invariably emerge from them. However, grand strategies are rare and much more difficult to execute...They are often beautiful in retrospect because competitors will initially see them as weakness, thus giving the added plus of being a blue ocean strategy. Morris Chang's development of...ASML's grand strategy was fundamental to...The IBM PC and its open architecture was another great grand strategy...

    Chip History Maxims — Look like a duck: How Intel came from behind...Power projection in your company's strategy...Average vs Great Leaders.

    The Business Model Challenge of Heterogeneous Integration


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