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.
ChipChirpsTM — VLSI's Semiconductor Analytics report and more. ChipChirps are short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS.
New: Inflation in the semiconductor supply chain
COVID hits innovation and Semiconductor Semi Shortage, China fab holdup, Etch Market
Moore's Law: Dead or Alive
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"A good plan, violently executed now is better than a perfect plan tomorrow"
— General George S. Patton