#foundry
2 articles
01
·Supply Chain·FREE·8 min read
Mapping the Semiconductor Supply Chain — From Sand to Chip, Who Holds What
One pass through the whole chain that makes a chip — design (EDA/IP), equipment, materials, foundry, OSAT — and why nearly every stage collapses to a handful of firms, read through two formulas: chain availability and HHI.
02
·Supply Chain·★ MEMBER·11 min read
IP Cores and the Fabless Model — How Arm Rules Silicon Without Making a Single Chip
Why a company that only sells blueprints ends up at the center of the chip industry. License fees versus royalties, the shipment volume where buying beats building, the three grades of IP (soft, hard, architectural), and what RISC-V actually made free — and what it did not.