Global semiconductor players prepare to cash in the CHIPS and invest to secure supply

Yole Group and ATREG reflect today on the fortunes of the global semiconductor industry to date and discuss how the major players need to invest in order to secure their supply chain and chip capacity.

Over the last five years, there have been key changes in the chip making industry such as Intel losing its crown to two relatively new contenders – Samsung and TSMC. Stephen Rothrock, ATREG’s Founder & CEO and Pierre Cambou, Principal Analyst at Yole Intelligence, part of Yole Group, had the opportunity to debate the state of the global semiconductor industry landscape and its evolution.

In at broad discussion, they covered the market and its growth prospects, as well as the global ecosystem and how companies can optimize supply. In this first article, they highlight their analysis of the industry’s latest investments and the strategies of the leading industry players.

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