In semiconductors, the strong are getting stronger

Microchip makers leading the industry widened the profit gap between themselves and laggards to a staggering 400 percent over the past two decades. These companies were able to take advantage of their scale and diverse customer bases and grab large shares of the industry’s profits.

Over the past two decades, leading companies have captured a greater share of the semiconductor industry’s profits.

To read the article, see “Value creation: How can the semiconductor industry keep outperforming?,” October 15, 2021.