Global Foundries’s future lays in bringing the fabless business model to the analog industry. The transition to 300mm wafers could prove a big catalyst for that.
The materials we use to build semis are changing as new semis content in higher power devices like cars and power grids grows.
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.