Overview:
IP design around the chipset architecture, security and cutting-edge performance improvements matching the advancements in manufacturing process and material science have been the key to semiconductor supply chain. Intel has been dominating the CPU architecture for the computing market with its x86 instruction set but integrated mostly into its own chips. However, Arm with its “pure play” licensing of its cutting-edge chipset architecture revolutionized the smartphone market, which became the fastest growing and high-scale personal computing segment in the world.
However, the semiconductor industry over the recent years has seen significant shifts, from consolidation to power acquisition moves, which has exacerbated the geopolitical tensions between key economies with semiconductors becoming the key component of the “technology cold war”. Sanctions on Huawei, NVIDIA looking to acquire Arm and China’s domestic semiconductor ambitions have warranted the need to find alternative semiconductor IP providers and reshape the global semiconductor supply chain.
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William Li
William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.
