Recent business model and technology trends and their impact on the semiconductor industry

This paper discusses the outsourcing and collaboration strategy that semiconductor companies have adopted in order to maintain the pace of Moore's law. Major IDM companies have led this trend, with many announcing fab-lite/asset-lite models that include outsourcing to foundries. Also discussed is the overall collaboration that has taken place throughout the entire supply chain between IDMs, foundries, design companies, and EDA vendors, and the necessary acceleration of this trend as semiconductor process and manufacturing technologies continue to gain in complexity.