Pure-play Foundries to Prevail in Future

Pure-play Foundries to Prevail in Future
by Pawan Fangaria on 01-17-2016 at 7:00 am

In a consolidating semiconductor business environment and innovation in semiconductor fabrication already scaling new heights with existing strong players, where do you think the wafer capacity should concentrate? It’s pure-play foundries or pure-play-like foundries, and those who supply high-volume common components… Read More


TSMC is the Top Dog in Pure-Play Foundry Business

TSMC is the Top Dog in Pure-Play Foundry Business
by Pawan Fangaria on 09-01-2015 at 12:00 pm

We all have echoed the fact that the arrival of fabless business model in the semiconductor industry has transformed it completely. The book, “Fabless: The Transformation of the Semiconductor Industry” provides several stories around that. In the backdrop of that, one key point to ponder upon is the start of pure-play foundries;… Read More


A Closer Look at Fab Closures Around the World

A Closer Look at Fab Closures Around the World
by Pawan Fangaria on 06-24-2015 at 12:00 pm

Electronics is unusually an evergreen industry where companies make profit, yet end-product prices go down significantly after a brief period of price skimming. A product phases out quite fast (in case of smartphones every 1.5 to 2 years), but still yields big bucks for successful companies in its value-chain. How does this happen?… Read More


Changing Trends at the Top of Semicon Space

Changing Trends at the Top of Semicon Space
by Pawan Fangaria on 05-31-2015 at 5:00 am

As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More


Look who is Leading the World Semiconductor Business

Look who is Leading the World Semiconductor Business
by Pawan Fangaria on 11-08-2014 at 7:00 pm

A couple of days ago I was reading a news article which said how long the world economy will be dependent on a single engine to drive it; obviously that single engine is USA. If we consider the overall economy, definitely USA is driving it, and semiconductor is a large part of it. The semiconductor is driving electronics and that is attracting… Read More