September 21, 2023
Chip Costing and Process
If you could have the power to know what is a fair price to pay for foundry wafers? Or, what should be the die cost after test & packaging?, would you take the opportunity?
Current geopolitics are pushing semiconductor demand shift from hyper-growth back to long-term trends, forcing companies to evaluate how much they are spending on their wafers and what should their P&L model be. This leads to change business models and to create better strategies: which foundry should I partner to? How secure my wafer supply is from foundries? Or should I change the foundry supplier?
