Newsletters

REVAMPING JAPAN’S IC MANUFACTURING STRATEGY I have had the chance to spend a significant amount of time in Japan over the past few months and experience first-hand many of the

MARKET OBSERVATIONS AND INSIGHTS FOR 2012 Momentum from the 2010 semiconductor market rebound carried into Q1 2011, but quickly dissipated as devastating natural disasters took their toll on the industry,

FABLESS TO FAB-LITE: AN EMERGING TREND?  Each year brings new challenges and opportunities for the global semiconductor industry. What remains constant though is a company’s need to produce the right

ARE FAB INVESTMENTS IN MATURE MANUFACTURING REGIONS MAKING A COMEBACK? 2011 is off to an active start for the semiconductor industry with several notable M&A and fab transactions announced or

2011 SEMICONDUCTOR INDUSTRY OUTLOOK In 2009, we saw an unprecedented abundance of surplus equipment, fab shells, and operational fabs. The economic downturn forced IDMs to right-size and shed assets while