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Generative AI: The next S-curve for the semiconductor industry?

Mckinsey and Company

The surge of interest in and use of generative AI translates to higher demand for semiconductors, pushing the industry to innovate faster and produce more capable and efficient chips.

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Broadcom Sees Boost from Tiger Global's Entry, Signaling Confidence in AI Semiconductor Market

Benzinga

Tiger Global expanded its investment portfolio by acquiring its first stake in the California-based semiconductor manufacturer Broadcom Inc (NASDAQ: AVGO ) in the final quarter of 2023. Simultaneously, Tiger Global aggressively expanded its involvement in the semiconductor industry. The stock gained 50% in the last six months.

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What is a semiconductor?

Mckinsey and Company

Semiconductors are the unsung heroes of the technology world: parts manufactured from pure elements that work behind the scenes to power and connect everything from smartphones to cars.

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Exploring new regions: The greenfield opportunity in semiconductors

Mckinsey and Company

Three factors—supply chain security, sustainability, and subsidies—feature prominently as semiconductor companies expand into new countries or regions.

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Indie Semiconductor To Snap GEO Semiconductor For $275M Including Earnout

Benzinga

Indie Semiconductor, Inc (NASDAQ: INDI ) agreed to acquire GEO Semiconductor, Inc , a video processors maker for automotive cameras, for $180 million. Acquisition of GEO, a private fabless semiconductor supplier, adds immediate. The purchase consideration comprised $90 million in cash plus 12 million Indie shares.

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Need to boost semiconductor fab efficiency? Look to maintenance

Mckinsey and Company

Equipment recovery, planned maintenance, and parts management can increase semiconductor fabs’ equipment availability and efficiencies.

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Semiconductor fabs: Construction challenges in the United States

Mckinsey and Company

Major semiconductor players have undertaken and announced US-based fab construction projects, and more are under consideration. Here’s a road map for moving ahead.

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