Start with the manufacturing requirement
A semiconductor opportunity begins with a specific need. Our first task is to connect that need to a credible operator, a qualification path and a workable commercial case.
Read perspectivePerspectives & research
Better questions. Stronger foundations.
A place for the ideas, questions and evidence behind our industrial thesis. We examine what a credible semiconductor manufacturing opportunity actually requires.
Published perspectives
Notes from the work.
The brief behind a semiconductor manufacturing project
What buyers, operators and capital partners need to establish before a semiconductor requirement can become an acquisition, joint venture or expansion.
Read perspectiveOur research agenda
The questions
guiding our search.
What makes demand actionable?
How specific must process needs, volume assumptions and qualification criteria become before customer interest can shape a manufacturing opportunity?
What can be transferred?
How do we distinguish equipment from capability, and process documentation from the operating knowledge needed to deliver consistently?
Where does integration matter?
When do materials, photonics and packaging need to be developed together, and when is a focused specialist partnership a better starting point?
Our editorial approach
Separate the thesis
from the evidence.
We distinguish an ambition from an operating capability, an expression of interest from a commitment, and a research finding from a commercial conclusion. Published perspectives should make those distinctions visible.
Read the current thesisThe next step is a conversation