COVID-19, Consolidation, & Capital Create Competition in Compute
June 2020
As processors have moved from highly concentrated environments to highly distributed ones, use cases have proliferated and – from the data center to end-point devices – become more specialized. COVID-19 accelerated longtime trends toward cloud and mobile, reinvigorating the PC market. However, this boom and other dynamics have come with a cost in the form of supply chain challenges and ongoing chip shortages.
With new capital from the U.S. government, established players, and private investors, the semiconductor industry has never been more dynamic and competitive.
Incumbent chip makers, traditional electronics manufacturers, cloud customers, and new market entrants are building for growth on RISC architectures, new foundry commitments, and mergers & acquisitions.
In our latest infographic, Altman Solon highlights the activities and implications for the industry players along the value chain.
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