An interesting read on the fabless model for semiconductor companies.
Consolidation of smartphone SoC players and the interesting relationship between Apple and Samsung.
The most surprising thing to me is that Qualcomm is not ruling out building its own foundry. Few choices of fabs are forcing industry giants to rethink their fabless model.
Why semiconductor ecosystem is more fragile than ever.
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- Is the Semiconductor Cycle Dead? (forbes.com)
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