From Silicon To Systems: Redefining Competitive Advantage, Part 3

For most of the semiconductor industry’s history, value was captured in fairly predictable places. Smaller transistors, better processing nodes, and higher-performance chips. But the industry is going into a new era. Today, some of the most important breakthroughs are happening outside the transistor itself: in advanced packaging, in AI infrastructure, in system integration, in software, data, and platform ecosystems. And perhaps most importantly, value is beginning to shift from individual comp