Foundry Strategy
G. Dan Hutcheson
The Chip Insider®
Foundry Strategy evolving for a chiplet era: There’s been plenty of foundry coming out efforts in recent months that offer new pictures of what they are up to and how their differentiation strategies have evolved over the COVID lockdown. They’ve been very productive over the last two years in finding ways to carve out specific domains, so I thought it would be good to lay them out. I will start with the big 3 that still focus on More Moore advanced silicon and then cover two More-than-Moore players. These include TSMC, Samsung, Intel, GlobalFoundries, and SkyWater…
Happenings, Comments, Questions & Answers: Why are they called foundries? U.S. and China growth…
Dan’s Book Shelf: Danger Zone: The Coming Conflict with China by Hal Brands and Michael Beckley. This book is a must-read for those with critical business interests in China.
“A good plan, violently executed now is better than a perfect plan tomorrow” — General George S. Patton
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