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Semiconductor Scorecard - Thematic Research

Semiconductor Scorecard - Thematic Research

Summary

China’s growing influence across every segment of the technology sector is not by chance, it is a fundamental pillar of Chinese economic policy. China’s growing influence over chip manufacturing and, increasingly, chip design is unlikely to be held back by the protectionist policies of the US government. Indeed, current US policy risks causing more harm to the US technology industry than good.
The end of Moore’s law has been largely dictated by physics – once the transistors on a chip are only two or three atoms apart, interference and random behavior is unavoidable. We are now at that point.

Scope

This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.
It includes a theme map that shows the 60 biggest themes driving growth in the tech, media and telecom sectors.
It explains how some of the largest listed players in the sector have performed over the last four years.
It looks at major technology, macro-economic, and regulatory themes impacting semiconductor companies.

Reasons To Buy

Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector. However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries. This Semiconductor Scorecard provides a top-down, comprehensive outlook for the key players in the semiconductor industry over the next two years, based on the key themes set to transform their industry landscape.