Breaking into the contract chip manufacturing business and gaining the trust of the world’s biggest fabless semiconductor suppliers will remain difficult goals for Intel Foundry Services as long as it remains an outpost of the microprocessor vendor.

Electronics and semiconductor executives base critical capex and other management actions involving billions of dollars on how accurately they can predict the industry’s sales cycles. They mucked up the last time. Here’s how a repeat can be avoided.

A Berlin-based think tank offers a graphical and analytical overview on “Who is funding the chips of the future?”

Semiconductor executives are directly liable for the flawed forecasts and capital expenditure misses that trigger the industry’s boom and bust cycles. They cannot keep deflecting the blames.

Rapidus lacks real-world yield experience at 10nm, 7nm, 5nm, 3nm. And that’s something process provider IBM cannot supply, because Big Blue, in recent years, has not been involved in bringing a real circuit to commercial yield on its own process.

Wolfspeed is the most attractive acquisition target in the power semiconductor market today and Infineon owes itself another attempt to acquire the silicon carbide supplier.

The power of storytelling comes alive only when companies identify the moment they believe they’ve defined who they are.