Semiconductor Manufacturing Models & America's Strengths and Weaknesses
February 12, 2021 — Strategy and Tactics: Semiconductor Manufacturing Models & America's Strengths and Weaknesses. CHC: Partnering Models
WildPhotons: The only thing in your control is effort ...
G. Dan Hutcheson
The New Semiconductor Manufacturing Models:
On one axis is the degree to which a company makes its own semiconductors in its own fabs... In-between, a company's manufacturing strategy is either Foundry-Lite or Foundry-Heavy, based on which side of the half-way point they lie. On the second axis is the degree to which a company has manufacturing core strengths or not. And the degree to which it's go-to-market strategy relies on converting its manufacturing strengths into differentiable market advantage or that it relies purely on its design strengths (i.e. a Silicon-Heavy strategy versus a Design-Heavy one)... Fablite should be seen as a very outdated term, as it was originally a model of keeping a silicon-heavy R&D focus while using foundries because companies were unable to afford leading-edge fab investments... Keeping a silicon-heavy R&D focus results in a waste of resources that ultimately leads to market share loss. Hence, there are not true fab-lite companies left...
America's Semiconductor Strengths and Weaknesses:
is another area I believe has been over-simplified into a one-dimensional spectrum ranging between weak and strong based on recent discussions. When it comes to the extreme sport of business, high-tech, there are two vectors based on market versus technology leadership. Of the two, technology leadership is the most important because it is far easier to convert into market leadership than the other way around. Technology leadership is revolutionarily disruptive. Market leadership is often evolutionarily blind to environmental disruptions...
The Chip History Center:
IBM's R&D Partnering Model revisited and Albany Nanotech R&D Fab Tour
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