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Q2 2013

Silicon wafer tray

WILL OSAT FOLLOW THE FOUNDRY GROWTH MODEL? I recently came upon an article citing a prediction made by industry research firm IDC for the expected growth of the semiconductor market

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Q1 2013

Integrated circuit

THE INFLECTION POINT: THE FUTURE ISN’T WHAT IT USED TO BE As we look forward into 2013, the uncertainty in the semiconductor sector is readily apparent when one examines recently

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Q4 2012

Bunny suits in cleanroom

UNPRECEDENTED SEMI CHALLENGES WILL DRIVE A NEW WAVE OF CONSOLIDATION IN 2013 At the end of September, we hosted ATREG’s second annual Semiconductor Leadership Summit in Seattle during which a number of

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Q3 2012

Printed circuit board

THE FUTURE OF SEMICONDUCTOR MANUFACTURING Back in July, I had the honor to speak at GSA’s CEO Roundtable in Taiwan regarding the future of semiconductor manufacturing, a topic on the

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Q2 2012

Former IDT Hillsboro fab

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

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