Thursday, January 31, 2013
Extreme Consolidation: Connection to the Supply Chain and the Semiconductor Market
Extreme Consolidation: Connection to the Supply Chain and the Semiconductor Market - The semiconductor supply chain has been transformed over the last 10 years. IDMs were once the rule and fabless the exception. The fab equipment supply base serving these IDMs also had multiple viable suppliers in each segment. Since then, extreme consolidation has changed to supply base landscape radically. Fabless semiconductor companies have grown to take the place of the many IDMs that dropped out or became fablite.