Timothy Chu

The global chip shortage has impacted nearly 200 downstream sectors ranging from gaming consoles, household appliances to textile manufacturers.
The semiconductor value chain requires collaboration across thousands of suppliers and thousands of global miles.
The report presents objectives that outline the complexity of the supply chain, vulnerabilities and suggestions to strengthen ecosystem resiliency.

Digital transformation impacts industries across the board, creating a world of renewed expectations.

As semiconductor companies leverage digital technologies to generate value, there is a need for leaders to strategize to set themselves apart.

In the post-digital era, companies can shape their businesses and differentiate with five emerging technology trends.

As producers of the chips that power the technologies that are driving change, semiconductor companies will see a tremendous boost in demand for their own products—thus driving more robust growth as these technologies become more pervasive. Additionally, semiconductor companies will find these trends open up new ways for them to use technologies to reshape their business strategy and operations.

Leaders at core semiconductor companies see opportunity at every turn for a broader product portfolio—from providing connectivity solutions in cars, to technology companies’ push for Artificial Intelligence (AI) support. But they need the resources and capabilities to drive competitive agility and take advantage of those opportunities. M&A can get them there, at speed.

Over the last 20 years, the semiconductor industry has been at the center of rapid technology advances—from the PC boom to smartphones and now the IoT and driverless cars. But, have industry players themselves been successful in leading in the new?

Our analysis suggests that many semiconductor businesses need to forge new strategies to develop their core business, while innovating for their future.

Semiconductor companies have achieved profitable growth following Moore’s Law, doubling the number of transistors in an integrated circuit every two years. Today, costs associated with creating ultra-dense transistors are rising exponentially. At the same time, sales prices are flat—or declining. It’s harder for semiconductor companies to justify using Moore’s Law as a tool for sustained competitiveness.

While semiconductor companies can keep pace with Moore’s Law, the question is… Show more

Semiconductor companies have achieved profitable growth following Moore’s Law, doubling the number of transistors in an integrated circuit every two years. Today, costs associated with creating ultra-dense transistors are rising exponentially. At the same time, sales prices are flat—or declining. It’s harder for semiconductor companies to justify using Moore’s Law as a tool for sustained competitiveness.

While semiconductor companies can keep pace with Moore’s Law, the question is whether they should. Show less