Squeezed margins, rising and shifting R&D costs, supply base consolidation, a slowing of technology innovation, and other signs have some prognosticators saying that the best days of the semiconductor industry are behind us. What is overlooked in these discussions, however, is that other manufacturing industries have faced these exact challenges and managed to survive quite well. What's needed is an in-depth look at exactly where value now lies in the semiconductor supply chain and a new approach to supply management that extracts and maximizes this supply value.
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