Financial Overview and Growth Strategy
Benefiting From Strong Market Tailwinds
Value in Semiconductor Supply Chain Shifting to Mass Production:
-
Increased value in mass production continuous improvement vs. simply time to market
Financial risk shifting away from foundry to fabless & system companies
Moore's Law is Slowing Down
Foundries consolidating due to
process complexity
Foundries on Leading Edge
% of foundry market in finFET
nodes expected to grow
Foundry Market By Node
Physical gate length
(nanometers)
5
25
2013 Report
20
2015 Report
2013
2015
2017
2019
2021
2023
2024
2025
Year
2027
2028
2030
25
20
Moore's law
is slowing...
15
arm
0
5
10
130
100 BILLION USD
65
45/40
32/28
22/20
......
75
75
50
16/14
10
1
node
25
25
-≥0.25μm
0.8/0.15μm
0.13μm
65nm
-40/45nm
28nm
20nm
16/14nm
0
s10/7nm
2015
NEWER TECHNOLOGY OLDER
2020*
2025
Copyright Stratfor 2019
An increasing number of stakeholders, Hyperscalers, OEMs, Governments,
are all realizing the importance of the semiconductors supply chain
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