Semiconductor Foundry Battles

As an analyst with a background in the semiconductor industry (my first tech job was at Cypress Semiconductor), and heavily covering the semiconductor industry when I first joined the Analyst community in 2001, I was beginning to think this knowledge and expertise was nice to have but becoming less relevant. For a stretch, it seemed like the semiconductor industry was becoming stale. An industry that was once the pinnacle of enabling innovation felt as though it was an afterthought as smartphones, tablets, wearables, and more got all the attention.