Revenue per Wafer Rising As Demand Grows for sub-7nm IC Processes

Despite the high development costs associated with IC-processing technology, using smaller nodes yields larger revenue per wafer, according to new research from IC Insights. The success and proliferation of integrated circuits has largely hinged on the ability of IC manufacturers to continue offering more performance and functionality for the money.  Driving down the cost of…

OEM Re-Verticalization is Squeezing Semiconductor and Distribution TAM

Verticalization – or the more modern version of it – is in vogue again and its embrace by the biggest and most powerful OEMs is roiling the electronics industry as the opportunities and sizes of markets served by semiconductor makers, component distributors and software developers shrink further, forcing a re-evaluation of their roles, offerings and…