
Why the supply chain begins with the manufacturer.

When it comes to buying boards, is it more efficient to go direct or through a broker?
Under Foundry 2.0, the semiconductor value chain is moving back into strategic focus.
When Joni Mitchell recorded Big Yellow Taxi, singing “You don’t know what you’ve got till it’s gone,” she was reiterating the proverbial warning that we often appreciate things properly only after losing them. It’s an observation that transcends context and can be applied even in today’s electronics industry. For decades, Western companies have outsourced significant parts of their value chain to achieve cost-down and to focus on core competencies in pursuit of efficiency. Today’s geopolitical tensions are drawing attention to the loss of sovereignty that results from exporting control of critical processes like packaging and testing as part of the semiconductor value chain.