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John Housley, Sr. Partner, Techcet Group, LLC
For the past 30 years, Silicon Valley and most of the western U.S. has enjoyed fruitful and (normally) abundant supply chains for semiconductor manufacturing, design and OEM production. With much of the industry moving to Asia, are we now facing weak links or shortages in these supply chains? At Techcet Group, we follow four critical supply chains: OEM parts and materials, Materials (both direct and indirect), Intellectual assets, Skilled labor. We will discuss these supply chains and what we see for near and long term outlooks for them.
Presented at the SEMI Theater at SEMICON WEST on July 14, 2010.