Semiconductor Industry Primer – Thematic Intelligence
Powered by ![]()
All the vital news, analysis, and commentary curated by our industry experts.
Semiconductor Industry Primer Thematic Report Overview
AI is becoming the new industrial battleground, and this has expanded to the semiconductor industry as it relates to AI chips. In the coming decade, the country that emerges on top in AI chips—and thus AI—will lead the Fourth Industrial Revolution.
The Semiconductor Industry Primer – Thematic Intelligence report provides an overview of the semiconductor industry, including the market structure, key players, and predictions on how the category will evolve in the coming years. The report looks at the entire value chain from pre-competitive basic research to design, fabrication, assembly and testing, and end products.
Buy the Full Report for More Insights on the Semiconductor Industry Primer
Download a Free Sample Report
Semiconductor Industry Value Chain
The key value chain components in the semiconductor industry are pre-competitive basic research, design, fabrication, assembly and testing, and end products. Players such as Samsung and Intel participate in all stages of the value chain, whereas Arm focuses on design and TSMC on fabrication and assembly.
Pre-competitive basic research: This is typically led by the public sector and academia, with contributions from the private sector, and it can often be 10 to 15 years away from commercialization. It largely involves core research on fundamental materials, chemical processes, fundamental physics, and systems architecture. An example of this was the original research on the extreme ultraviolet (EUV) lithography technology launched by ASML in 2017. Fundamental research started in the 1980s and was funded by multiple companies. Nowadays, a large part of the ongoing research into quantum computing or neuromorphic computing falls within the pre-competitive category.
Semiconductor Value Chain Analysis
Buy the Full Report for More Insights on the Semiconductor Industry Value Chain
Download a Free Sample Report
Semiconductor Sector Scorecard
At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen.
Semiconductor Industry Thematic Screen
Buy the Full Report for More Insights on Sector Scorecards
Download a Free Sample Report
Scope
This primer also analyzes the ongoing and escalating US-China trade dispute and discusses how it is driving a race for supply chain self-sufficiency, a decoupling of the Western and Chinese supply chains, an acceleration of Chinese semiconductor self-sufficiency, and ultimately overinvestment.
Key Highlights
Also included in this report is a discussion of quantum and neuromorphic computing, particularly when analyzing the microcomponents and digital logic categories. While these technologies are still very immature, they have the potential to revolutionize computing. For more detail on the quantum computing theme.
Reasons to Buy
The semiconductor industry is concerned with the design, manufacturing, and distribution of the chips used by many other industries as inputs for their products, such as industrials, transportation, healthcare, or consumer electronics.
Table of Contents
Frequently asked questions
-
What are the key value chain components in the semiconductor industry?
The key value chain components in the semiconductor industry are pre-competitive basic research, design, fabrication, assembly and testing, and end products.
-
Which players participate in all stages of the semiconductor industry value chain?
Players such as Samsung and Intel participate in all stages of the semiconductor value chain, whereas Arm focuses on design and TSMC on fabrication and assembly.
-
What are the key layers of the pre-competitive basic research value chain component?
Pre-competitive basic research largely involves core research on fundamental materials, chemical processes, fundamental physics, and systems architecture.
Get in touch to find out about multi-purchase discounts
reportstore@globaldata.com
Tel +44 20 7947 2745
Related reports
View more Technology reports