Silicon Deconstructed: Demystifying the Global, Complex & Specialized Value Chain
Since the onset of the COVID-19 pandemic, semiconductors have made global headlines as the impacts of the global chip shortage and overdependence on geopolitically sensitive regions reverberated across our everyday lives.
Against that backdrop, the U.S. government passed the CHIPS & Science Act, which funneled over $52B to support domestic manufacturing capabilities and capacity as well as strengthen national security. Over $200B dollars of private sector investment has followed since, in conjunction with the proliferation of technologies, including 5G, IoT, electric and autonomous vehicles, and artificial intelligence, driving the semiconductor industry toward a trillion-dollar valuation over the next decade.
In this podcast conversation, Partner Michael Gurau & Director Abhishek Mitra break down the semiconductor value chain and discuss the key drivers and value capture potential of the value chain segments.
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Altman Solon is the world’s largest strategy consulting firm, focused exclusively on the Telecommunications, Media, and Technology (TMT) sectors.