In this issue, we expand our analysis of an industry in transition. We size up the opportunity for the ‘Internet of Things,’ explore new sources of innovation and growth, and offer ways to optimize output.
China is stepping up efforts to become a major player in semiconductor design and manufacturing. If it succeeds, integrated-circuit companies around the world could face significant risks and opportunities.
The big question facing the sector is what it will take to move beyond the current period of sluggish returns. Will the next year herald
the start of the Semi 2.0 era—a new period of improved performance and value creation? Or will revenues and growth remain relatively flat? The
articles in this issue directly address these questions.